Concourse Financial Group Securities’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 |
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|
2024
Q4 | $84.2K | Hold |
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|
2024
Q3 | $79.3K | Hold |
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|
2024
Q2 | $75.2K | Hold |
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|
2024
Q1 | $72.8K | Hold |
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|
2023
Q4 | $66.4K | Hold |
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|
2023
Q3 | $59.4K | Hold |
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|
2023
Q2 | $61.6K | Hold |
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|
2023
Q1 | $57K | Sell |
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|
2022
Q4 | $83.8K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $114K | Hold |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $100K | Buy |
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|
2020
Q3 | $70K | Hold |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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