Cubic Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $299K | Buy |
|
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $234K | Buy |
|