Delta Asset Management’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 | $4.84K | Buy |
|
|||||
|
2025
Q1 | $4.36K | Hold |
|
|||||
|
2024
Q4 | $4.58K | Buy |
|
|||||
|
2024
Q3 | $4.46K | Hold |
|
|||||
|
2024
Q2 | $4.19K | Hold |
|
|||||
|
2024
Q1 | $4.07K | Buy |
|
|||||
|
2023
Q4 | $3.7K | Hold |
|
|||||
|
2023
Q3 | $3.3K | Hold |
|
|||||
|
2023
Q2 | $3.4K | Sell |
|
|||||
|
2023
Q1 | $33.4K | Buy |
|
|||||
|
2022
Q4 | $2.73K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $36K | Sell |
|
|||||
|
2019
Q4 | $138K | Sell |
|
|||||
|
2019
Q3 | $142K | Hold |
|
|||||
|
2019
Q2 | $141K | Sell |
|
|||||
|
2019
Q1 | $170K | Sell |
|
|||||
|
2018
Q4 | $240K | Hold |
|
|||||
|
2018
Q3 | $282K | Hold |
|
|||||
|
2018
Q2 | $264K | Hold |
|
|||||
|
2018
Q1 | $255K | Hold |
|
|||||
|
2017
Q4 | $258K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $440K | Buy |
|
|||||
|
2015
Q3 | $414K | Buy |
|
|||||
|
2015
Q2 | $447K | Buy |
|
|||||
|
2015
Q1 | $446K | Buy |
|
|||||
|
2014
Q4 | $439K | Buy |
|
|||||
|
2014
Q3 | $417K | Buy |
|