Clay Northam 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 | $558K | Hold |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $458K | Buy |
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