Financial Perspectives’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 | $18.5K | Buy |
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|
2025
Q2 | $17.1K | Buy |
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2025
Q1 | $15.4K | Buy |
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|
2024
Q4 | $16.2K | Buy |
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|
2024
Q3 | $15.8K | Buy |
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|
2024
Q2 | $14.8K | Hold |
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|
2024
Q1 | $14.4K | Buy |
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|
2023
Q4 | $13.1K | Buy |
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|
2023
Q3 | $11.7K | Hold |
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|
2023
Q2 | $12.1K | Hold |
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|
2023
Q1 | $11.2K | Hold |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $9.83K | Hold |
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|
2022
Q2 | $10.3K | Buy |
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|
2022
Q1 | $8.86K | Hold |
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|
2021
Q4 | $9.38K | Hold |
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|
2021
Q3 | $8.62K | Hold |
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|
2021
Q2 | $8.65K | Sell |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $7.55K | Hold |
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|
2020
Q3 | $6.61K | Hold |
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|
2020
Q2 | $6.1K | Hold |
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|
2020
Q1 | $5.02K | Buy |
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|
2019
Q4 | $3.61K | Buy |
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