Evanson Asset 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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $760K | Buy |
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|
2024
Q4 | $769K | Buy |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $697K | Hold |
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|
2024
Q1 | $677K | Buy |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $781K | Buy |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $998K | Buy |
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|
2020
Q3 | $868K | Sell |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $239K | Sell |
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|
2017
Q3 | $229K | Buy |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $254K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $200K | Buy |
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