Columbia Advisory Partners’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
Q1
Sell
2024
Q4
$256K Buy
2024
Q1
Sell
2023
Q4
$430K Buy
2023
Q3
$216K Sell
2023
Q2
$237K Hold
2023
Q1
$219K Sell
2022
Q4
$243K Sell
2022
Q3
$232K Buy
2022
Q1
Sell
2021
Q4
$468K Buy