Creegan & Nassoura Financial 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
Q3 | $1.84M | Sell |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.24M | Hold |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $955K | Sell |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $945K | Hold |
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|
2022
Q4 | $885K | Hold |
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|
2022
Q3 | $829K | Hold |
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|
2022
Q2 | $873K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.17M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $912K | Sell |
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|
2020
Q2 | $849K | Sell |
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|
2020
Q1 | $712K | Hold |
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|
2019
Q4 | $905K | Buy |
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|
2016
Q3 | $317K | Hold |
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|
2016
Q2 | $304K | Hold |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $277K | Hold |
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|
2015
Q3 | $262K | Buy |
|