Circle Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.8M | Sell |
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|
2025
Q1 | $59.4M | Sell |
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|
2024
Q4 | $68.7M | Sell |
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|
2024
Q3 | $67.2M | Sell |
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|
2024
Q2 | $64.5M | Sell |
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|
2024
Q1 | $62.7M | Buy |
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|
2023
Q4 | $57.1M | Buy |
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|
2023
Q3 | $51.1M | Buy |
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|
2023
Q2 | $52.5M | Buy |
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|
2023
Q1 | $48.5M | Sell |
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|
2022
Q4 | $46.1M | Buy |
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|
2022
Q3 | $43.1M | Buy |
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|
2022
Q2 | $45.3M | Buy |
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|
2022
Q1 | $52M | Sell |
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|
2021
Q4 | $56.8M | Buy |
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|
2021
Q3 | $52.1M | Buy |
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|
2021
Q2 | $52.3M | Sell |
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|
2021
Q1 | $49.8M | Buy |
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|
2020
Q4 | $46.8M | Sell |
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|
2020
Q3 | $41.8M | Sell |
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|
2020
Q2 | $44.2M | Sell |
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|
2020
Q1 | $37.2M | Sell |
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|
2019
Q4 | $51.5M | Buy |
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|
2019
Q3 | $47.1M | Buy |
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|
2019
Q2 | $46.2M | Buy |
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|
2019
Q1 | $43.5M | Buy |
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|
2018
Q4 | $30.8M | Sell |
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|
2018
Q3 | $38M | Buy |
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|
2018
Q2 | $35M | Buy |
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|
2018
Q1 | $31.7M | Buy |
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|
2017
Q4 | $30.5M | Buy |
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|
2017
Q3 | $28.6M | Sell |
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|
2017
Q2 | $27.6M | Buy |
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|
2017
Q1 | $26.5M | Buy |
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|
2016
Q4 | $24.6M | Buy |
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