Evoke Wealth’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 | $456K | Hold |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $59K | Sell |
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|
2022
Q1 | $326K | Buy |
|