Custos Family Office’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 | $579K | Hold |
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|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $408K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $349K | Buy |
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