Global Retirement Partners’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 | $3.71M | Buy |
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|
2025
Q2 | $3.09M | Buy |
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|
2024
Q4 | $3.19M | Sell |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $812K | Sell |
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|
2022
Q3 | $833K | Buy |
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|
2022
Q2 | $807K | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $745K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $543K | Buy |
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|
2020
Q2 | $468K | Buy |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $311K | Buy |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $261K | Buy |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $195K | Buy |
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|
2018
Q1 | $188K | Buy |
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|
2017
Q4 | $131K | Buy |
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|
2017
Q3 | $69K | Buy |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Buy |
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