Econ Financial Services’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 | $723K | Sell |
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|
2025
Q2 | $684K | Sell |
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|
2025
Q1 | $675K | Sell |
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|
2024
Q4 | $813K | Sell |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $838K | Buy |
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|
2024
Q1 | $790K | Sell |
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|
2023
Q4 | $786K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.55M | Buy |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.66M | Buy |
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