D.B. Root & Company’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 | $11.4M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $9.51M | Sell |
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|
2023
Q4 | $9.46M | Buy |
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|
2023
Q3 | $8.34M | Sell |
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|
2023
Q2 | $8.65M | Sell |
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|
2023
Q1 | $8.24M | Sell |
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|
2022
Q4 | $7.9M | Buy |
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|
2022
Q3 | $7.24M | Sell |
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|
2022
Q2 | $7.67M | Buy |
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|
2022
Q1 | $9.12M | Buy |
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|
2021
Q4 | $9.56M | Buy |
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|
2021
Q3 | $8.73M | Sell |
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|
2021
Q2 | $9.5M | Buy |
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|
2021
Q1 | $8.68M | Sell |
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|
2020
Q4 | $8.35M | Sell |
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|
2020
Q3 | $8.35M | Sell |
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|
2020
Q2 | $7.8M | Sell |
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|
2020
Q1 | $6.42M | Buy |
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|
2019
Q4 | $7.97M | Buy |
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|
2019
Q3 | $6.83M | Buy |
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|
2019
Q2 | $6.58M | Sell |
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|
2019
Q1 | $6.57M | Buy |
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|
2018
Q4 | $5.7M | Buy |
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|
2018
Q3 | $5.66M | Buy |
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|
2018
Q2 | $4.11M | Buy |
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|
2018
Q1 | $2.72M | Buy |
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|
2017
Q4 | $2.11M | Buy |
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