Fulton Breakefield Broenniman’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 | $470K | Sell |
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|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $293K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $283K | Buy |
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