Great Valley Advisor 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
Q2 | $9.9M | Sell |
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|
2025
Q1 | $14.4M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $17.7M | Sell |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $16.1M | Buy |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $14.1M | Buy |
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|
2023
Q1 | $12.5M | Sell |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $12.4M | Sell |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $9.93M | Buy |
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|
2021
Q1 | $4.23M | Buy |
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|
2020
Q4 | $3.89M | Buy |
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|
2020
Q3 | $3.35M | Buy |
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|
2020
Q2 | $2.95M | Buy |
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|
2020
Q1 | $2.35M | Sell |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $2.94M | Buy |
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|
2019
Q2 | $2.87M | Buy |
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|
2019
Q1 | $2.64M | Sell |
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|
2018
Q4 | $4.23M | Buy |
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