Diversified Portfolios Inc’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 | $5.11M | Buy |
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|
2025
Q1 | $4.61M | Hold |
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|
2024
Q4 | $4.86M | Hold |
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|
2024
Q3 | $4.75M | Sell |
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|
2024
Q2 | $4.51M | Buy |
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|
2024
Q1 | $4.35M | Sell |
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|
2023
Q4 | $3.97M | Sell |
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|
2023
Q3 | $3.59M | Sell |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $4.63M | Buy |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $5.33M | Buy |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.12M | Hold |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $1.9M | Sell |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $2.7M | Buy |
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|
2019
Q3 | $2.47M | Sell |
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|
2019
Q2 | $2.59M | Sell |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $2.34M | Buy |
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|
2018
Q3 | $845K | Buy |
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|
2018
Q2 | $785K | Sell |
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|
2018
Q1 | $766K | Buy |
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|
2017
Q4 | $774K | Buy |
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|
2017
Q3 | $727K | Sell |
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|
2017
Q2 | $703K | Buy |
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|
2017
Q1 | $679K | Buy |
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|
2016
Q4 | $640K | Buy |
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|
2016
Q3 | $567K | Hold |
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|
2016
Q2 | $545K | Sell |
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|
2016
Q1 | $661K | Buy |
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|
2015
Q4 | $211K | Buy |
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