D'Orazio & Associates’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 | $2.1M | Hold |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $915K | Buy |
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|
2023
Q3 | $817K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $555K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $173K | Hold |
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|
2021
Q2 | $173K | Hold |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $151K | Hold |
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|
2020
Q3 | $132K | Hold |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $100K | Hold |
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|
2019
Q4 | $128K | Hold |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $117K | Hold |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $100K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $0 | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $28K | Buy |
|