Forum Financial Management’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 | $811K | Buy |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $650K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $476K | Sell |
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|
2021
Q4 | $513K | Buy |
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