DB Fitzpatrick & Co’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 | $246K | Buy |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $197K | Buy |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $178K | Buy |
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|
2024
Q1 | $168K | Sell |
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|
2023
Q4 | $154K | Buy |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | $174K | Sell |
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|
2022
Q2 | $197K | Buy |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $251K | Buy |
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