HB Wealth Management’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 | $155M | Buy |
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|
2025
Q1 | $139M | Sell |
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|
2024
Q4 | $148M | Sell |
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|
2024
Q3 | $148M | Sell |
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|
2024
Q2 | $141M | Sell |
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|
2024
Q1 | $139M | Sell |
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|
2023
Q4 | $130M | Sell |
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|
2023
Q3 | $117M | Sell |
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|
2023
Q2 | $123M | Sell |
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|
2023
Q1 | $116M | Sell |
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|
2022
Q4 | $122M | Buy |
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|
2022
Q3 | $88.1M | Sell |
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|
2022
Q2 | $93.5M | Buy |
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|
2022
Q1 | $99M | Buy |
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|
2021
Q4 | $97.5M | Buy |
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