HHM Wealth Advisors’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 | $130M | Buy |
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|
2025
Q1 | $89.7M | Buy |
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|
2024
Q4 | $91.3M | Sell |
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|
2024
Q3 | $89.4M | Sell |
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|
2024
Q2 | $95.6M | Sell |
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|
2024
Q1 | $93.4M | Sell |
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|
2023
Q4 | $85.7M | Buy |
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|
2023
Q3 | $76M | Buy |
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|
2023
Q2 | $77.6M | Buy |
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|
2023
Q1 | $70.8M | Sell |
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|
2022
Q4 | $68.2M | Buy |
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|
2022
Q3 | $60.6M | Buy |
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|
2022
Q2 | $58.5M | Buy |
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|
2022
Q1 | $65.2M | Buy |
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|
2021
Q4 | $52.3M | Buy |
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|
2021
Q3 | $46.6M | Sell |
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|
2021
Q2 | $49.3M | Buy |
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|
2021
Q1 | $44.4M | Sell |
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|
2020
Q4 | $42M | Sell |
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|
2020
Q3 | $37.2M | Sell |
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|
2020
Q2 | $35.1M | Buy |
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|
2020
Q1 | $27M | Buy |
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|
2019
Q4 | $24.3M | Buy |
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|
2019
Q3 | $21.4M | Sell |
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|
2019
Q2 | $21.6M | Buy |
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|
2019
Q1 | $20.2M | Buy |
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|
2018
Q4 | $17.2M | Buy |
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