Gleason Group’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 | $2.75M | Buy |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
|