EverSource Wealth Advisors’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 | $1.31M | Buy |
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|
2025
Q2 | $167K | Hold |
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|
2025
Q1 | $151K | Hold |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $148K | Buy |
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|
2024
Q1 | $32.6K | Sell |
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|
2023
Q4 | $34.2K | Buy |
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|
2023
Q3 | $27.8K | Sell |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $48.9K | Sell |
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|
2022
Q4 | $47.9K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $12K | Buy |
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