Horan Securities’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 | $720K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q2 | $96K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $17K | Buy |
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