HM Payson & Co’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 | $48.4K | Sell |
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|
2025
Q2 | $139K | Hold |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $132K | Sell |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $96.8K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $92.9K | Hold |
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|
2022
Q4 | $87K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $104K | Sell |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $101K | Hold |
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|
2021
Q2 | $101K | Buy |
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