Focus Partners Advisor Solutions’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
Q2 | $5.15M | Buy |
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|
2025
Q1 | $4.26M | Buy |
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|
2024
Q4 | $3.95M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $4.15M | Buy |
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|
2024
Q1 | $3.86M | Buy |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $322K | Buy |
|