Independent Solutions 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
Q2 | $3.52M | Buy |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $3.49M | Buy |
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|
2023
Q4 | $3.15M | Sell |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.13M | Sell |
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|
2021
Q3 | $2.91M | Sell |
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|
2021
Q2 | $3.01M | Buy |
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|
2021
Q1 | $2.48M | Sell |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.8M | Sell |
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|
2020
Q1 | $2.41M | Sell |
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|
2019
Q4 | $3.5M | Buy |
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