Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $28.7K | Hold |
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|
2024
Q4 | $30.2K | Hold |
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2024
Q3 | $29.5K | Hold |
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|
2024
Q2 | $27.9K | Hold |
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|
2024
Q1 | $27K | Hold |
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|
2023
Q4 | $24.7K | Hold |
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|
2023
Q3 | $22.1K | Hold |
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|
2023
Q2 | $23K | Buy |
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|
2023
Q1 | $96 | Hold |
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|
2022
Q4 | $90 | Hold |
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|
2022
Q3 | $86 | Hold |
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|
2022
Q2 | $89 | Hold |
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|
2022
Q1 | $107 | Hold |
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|
2021
Q4 | $113 | Hold |
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|
2021
Q3 | $105 | Hold |
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|
2021
Q2 | $105 | Hold |
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|
2021
Q1 | $98 | Hold |
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|
2020
Q4 | $91 | Hold |
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|
2020
Q3 | $80 | Buy |
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