IEQ Capital’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 | $4.99M | Buy |
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|
2025
Q2 | $2.88M | Buy |
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|
2025
Q1 | $2.44M | Buy |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $255K | Buy |
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