EverSource Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Hold |
7,005
| – | – | 0.01% | 941 |
|
|
2025
Q1 | $151K | Hold |
7,005
| – | – | 0.01% | 765 |
|
|
2024
Q4 | $159K | Buy |
7,005
+75
| +1% | +$1.7K | 0.01% | 744 |
|
|
2024
Q3 | $154K | Hold |
6,930
| – | – | 0.01% | 646 |
|
|
2024
Q2 | $148K | Buy |
6,930
+5,256
| +314% | +$112K | 0.01% | 666 |
|
|
2024
Q1 | $32.6K | Sell |
1,674
-168
| -9% | -$3.27K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $34.2K | Buy |
1,842
+168
| +10% | +$3.12K | ﹤0.01% | 1043 |
|
|
2023
Q3 | $27.8K | Sell |
1,674
-8,592
| -84% | -$143K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $177K | Buy |
10,266
+7,200
| +235% | +$124K | 0.02% | 428 |
|
|
2023
Q1 | $48.9K | Sell |
3,066
-144
| -4% | -$2.3K | 0.01% | 802 |
|
|
2022
Q4 | $47.9K | Buy |
3,210
+2,640
| +463% | +$39.4K | 0.01% | 780 |
|
|
2022
Q3 | $8K | Sell |
570
-48
| -8% | -$674 | ﹤0.01% | 1209 |
|
|
2022
Q2 | $9K | Buy |
618
+12
| +2% | +$175 | ﹤0.01% | 1083 |
|
|
2022
Q1 | $11K | Sell |
606
-24
| -4% | -$436 | ﹤0.01% | 945 |
|
|
2021
Q4 | $12K | Buy |
+630
| New | +$12K | ﹤0.01% | 902 |
|