EWG Elevate’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 | $681K | Sell |
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|
2025
Q2 | $853K | Sell |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $9.29M | Sell |
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|
2024
Q1 | $9.2M | Sell |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $7.87M | Sell |
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|
2023
Q2 | $8.38M | Sell |
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|
2023
Q1 | $7.86M | Sell |
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|
2022
Q4 | $21.9M | Buy |
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|
2022
Q3 | $20.1M | Buy |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $24.5M | Buy |
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|
2021
Q4 | $24.7M | Buy |
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|
2021
Q3 | $21.9M | Buy |
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|
2021
Q2 | $21.4M | Sell |
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|
2021
Q1 | $20.3M | Buy |
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|
2020
Q4 | $18.8M | Sell |
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|
2020
Q3 | $16.5M | Buy |
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|
2020
Q2 | $15.1M | Sell |
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|
2020
Q1 | $12.9M | Buy |
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|
2019
Q4 | $10.4M | Buy |
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