Destination Wealth 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 | $6.4M | Sell |
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|
2025
Q1 | $5.88M | Sell |
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|
2024
Q4 | $7.43M | Buy |
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|
2024
Q3 | $6.55M | Sell |
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|
2024
Q2 | $6.26M | Sell |
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|
2024
Q1 | $6.27M | Sell |
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|
2023
Q4 | $8.68M | Buy |
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|
2023
Q3 | $3.4M | Sell |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $3.96M | Sell |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $4.7M | Buy |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $2.44M | Sell |
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|
2019
Q3 | $2.26M | Sell |
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|
2019
Q2 | $2.28M | Sell |
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|
2019
Q1 | $2.33M | Sell |
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|
2018
Q4 | $2.53M | Buy |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $2.43M | Sell |
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|
2018
Q1 | $12.5M | Buy |
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|
2017
Q4 | $2.68M | Buy |
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|
2017
Q3 | $2.35M | Buy |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.26M | Sell |
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|
2016
Q4 | $2.29M | Buy |
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|
2016
Q3 | $2.11M | Sell |
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|
2016
Q2 | $3.15M | Sell |
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|
2016
Q1 | $35.8M | Hold |
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|
2015
Q4 | $35.8M | Sell |
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|
2015
Q3 | $41.9M | Sell |
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|
2015
Q2 | $54.5M | Sell |
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|
2015
Q1 | $64.5M | Sell |
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|
2014
Q4 | $65M | Buy |
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|
2014
Q3 | $61M | Buy |
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|
2014
Q2 | $34.8M | Sell |
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|
2014
Q1 | $44.1M | Buy |
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|
2013
Q4 | $41M | Buy |
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|
2013
Q3 | $25.2M | Buy |
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|
2013
Q2 | $22.3M | Buy |
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