Greenleaf Trust’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 | $1.04M | Sell |
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|
2025
Q2 | $967K | Hold |
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|
2025
Q1 | $874K | Hold |
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|
2024
Q4 | $921K | Hold |
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|
2024
Q3 | $900K | Sell |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.07M | Hold |
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|
2023
Q4 | $976K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $744K | Hold |
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|
2022
Q4 | $696K | Hold |
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|
2022
Q3 | $653K | Hold |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $288K | Buy |
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