Dynamic Advisor Solutions’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 | $595K | Sell |
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|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $695K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $916K | Buy |
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|
2020
Q1 | $687K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $952K | Buy |
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|
2019
Q1 | $772K | Sell |
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|
2018
Q4 | $854K | Buy |
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|
2018
Q3 | $592K | Buy |
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|
2018
Q2 | $416K | Buy |
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