Elm Partners 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 | $2.13M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $600K | Hold |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $4.23M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $581K | Sell |
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|
2021
Q3 | $712K | Buy |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $543K | Sell |
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|
2020
Q4 | $598K | Sell |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $657K | Buy |
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