Crewe 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 | $825K | Buy |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $381K | Buy |
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