IHT 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
Q3 | $1.83M | Sell |
|
|||||
|
2025
Q2 | $2.36M | Sell |
|
|||||
|
2025
Q1 | $2.68M | Sell |
|
|||||
|
2024
Q4 | $2.84M | Sell |
|
|||||
|
2024
Q3 | $4.6M | Buy |
|
|||||
|
2024
Q2 | $2.68M | Sell |
|
|||||
|
2024
Q1 | $2.92M | Sell |
|
|||||
|
2023
Q4 | $2.93M | Buy |
|
|||||
|
2023
Q3 | $2.58M | Sell |
|
|||||
|
2023
Q2 | $2.67M | Sell |
|
|||||
|
2023
Q1 | $2.88M | Buy |
|
|||||
|
2022
Q4 | $2.56M | Sell |
|
|||||
|
2022
Q3 | $2.54M | Buy |
|
|||||
|
2022
Q2 | $313K | Sell |
|
|||||
|
2022
Q1 | $436K | Sell |
|
|||||
|
2021
Q4 | $506K | Hold |
|
|||||
|
2021
Q3 | $465K | Sell |
|
|||||
|
2021
Q2 | $590K | Sell |
|
|||||
|
2021
Q1 | $558K | Sell |
|
|||||
|
2020
Q4 | $549K | Buy |
|
|||||
|
2020
Q3 | $456K | Buy |
|
|||||
|
2020
Q2 | $376K | Sell |
|
|||||
|
2020
Q1 | $429K | Sell |
|
|||||
|
2019
Q4 | $803K | Buy |
|