D.L. Carlson Investment Group’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 | $62.4M | Sell |
|
|||||
|
2025
Q1 | $59.5M | Buy |
|
|||||
|
2024
Q4 | $62.3M | Buy |
|
|||||
|
2024
Q3 | $57.9M | Buy |
|
|||||
|
2024
Q2 | $52.4M | Buy |
|
|||||
|
2024
Q1 | $48.8M | Buy |
|
|||||
|
2023
Q4 | $44.5M | Buy |
|
|||||
|
2023
Q3 | $28.8M | Buy |
|
|||||
|
2023
Q2 | $24.5M | Buy |
|
|||||
|
2023
Q1 | $21M | Buy |
|
|||||
|
2022
Q4 | $19.2M | Buy |
|
|||||
|
2022
Q3 | $15.2M | Buy |
|
|||||
|
2022
Q2 | $13.4M | Buy |
|
|||||
|
2022
Q1 | $15M | Sell |
|
|||||
|
2021
Q4 | $15.9M | Buy |
|
|||||
|
2021
Q3 | $14M | Buy |
|
|||||
|
2021
Q2 | $12.9M | Buy |
|
|||||
|
2021
Q1 | $11.2M | Buy |
|
|||||
|
2020
Q4 | $10.4M | Buy |
|
|||||
|
2020
Q3 | $8.45M | Buy |
|
|||||
|
2020
Q2 | $6.38M | Buy |
|
|||||
|
2020
Q1 | $2.66M | Buy |
|
|||||
|
2019
Q4 | $3.15M | Buy |
|
|||||
|
2019
Q3 | $1.78M | Buy |
|
|||||
|
2019
Q2 | $315K | Sell |
|
|||||
|
2019
Q1 | $325K | Sell |
|
|||||
|
2018
Q4 | $352K | Buy |
|