Compass Advisory Group’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 | $58M | Buy |
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|
2025
Q1 | $50.4M | Buy |
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|
2024
Q4 | $53M | Sell |
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|
2024
Q3 | $54.4M | Buy |
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|
2024
Q2 | $46.9M | Buy |
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|
2024
Q1 | $44.9M | Buy |
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|
2023
Q4 | $40.7M | Buy |
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|
2023
Q3 | $7.52M | Buy |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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