Gilbert & Cook’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 | $452K | Sell |
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|
2025
Q1 | $523K | Hold |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $567K | Hold |
|
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $560K | Sell |
|
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $452K | Hold |
|
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|
2022
Q4 | $423K | Hold |
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|
2022
Q3 | $417K | Hold |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $505K | Hold |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $491K | Hold |
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|
2021
Q2 | $493K | Sell |
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|
2021
Q1 | $468K | Hold |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $355K | Buy |
|