Compass Ion Advisors’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 | $4.6M | Sell |
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|
2025
Q1 | $4.23M | Buy |
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|
2024
Q4 | $4.21M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.6M | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $940K | Buy |
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