Cypress Wealth Services’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 | $288K | Buy |
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|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $811K | Sell |
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|
2021
Q3 | $745K | Sell |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $828K | Sell |
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|
2020
Q4 | $868K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $765K | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.75M | Sell |
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|
2019
Q3 | $2.78M | Sell |
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|
2019
Q2 | $3.03M | Buy |
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|
2019
Q1 | $2.66M | Buy |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $1.39M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $956K | Buy |
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