Evergreen Capital 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 | $497K | Hold |
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|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $429K | Hold |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $201K | Buy |
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