Ironwood Financial’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 | $836K | Hold |
|
|||||
|
2025
Q1 | $836K | Buy |
|
|||||
|
2024
Q4 | $863K | Buy |
|
|||||
|
2024
Q3 | $568K | Sell |
|
|||||
|
2024
Q2 | $586K | Sell |
|
|||||
|
2024
Q1 | $663K | Sell |
|
|||||
|
2023
Q4 | $608K | Buy |
|
|||||
|
2023
Q3 | $472K | Sell |
|
|||||
|
2023
Q2 | $511K | Buy |
|
|||||
|
2023
Q1 | $439K | Sell |
|
|||||
|
2022
Q4 | $412K | Buy |
|
|||||
|
2022
Q3 | $318K | Buy |
|
|||||
|
2022
Q2 | $297K | Buy |
|
|||||
|
2022
Q1 | $319K | Buy |
|
|||||
|
2021
Q4 | $317K | Buy |
|
|||||
|
2021
Q3 | $229K | Buy |
|
|||||
|
2021
Q2 | $228K | Buy |
|
|||||
|
2021
Q1 | $203K | Sell |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2020
Q3 | $153K | Buy |
|
|||||
|
2020
Q2 | $129K | Sell |
|
|||||
|
2020
Q1 | $107K | Sell |
|
|||||
|
2019
Q4 | $3M | Sell |
|
|||||
|
2019
Q3 | $3.59M | Buy |
|
|||||
|
2019
Q2 | $3.33M | Buy |
|
|||||
|
2019
Q1 | $3.09M | Buy |
|
|||||
|
2018
Q4 | $2.63M | Buy |
|
|||||
|
2018
Q3 | $1.26M | Buy |
|
|||||
|
2018
Q2 | $1.02M | Buy |
|
|||||
|
2018
Q1 | $942K | Buy |
|
|||||
|
2017
Q4 | $864K | Sell |
|
|||||
|
2017
Q3 | $840K | Sell |
|
|||||
|
2017
Q2 | $837K | Buy |
|
|||||
|
2017
Q1 | $807K | Sell |
|
|||||
|
2016
Q4 | $806K | Sell |
|
|||||
|
2016
Q3 | $877K | Sell |
|
|||||
|
2016
Q2 | $960K | Sell |
|
|||||
|
2016
Q1 | $1.04M | Buy |
|
|||||
|
2015
Q3 | $5.21M | Buy |
|
|||||
|
2015
Q2 | $5.19M | Buy |
|
|||||
|
2015
Q1 | $5.21M | Buy |
|
|||||
|
2014
Q4 | $5.06M | Buy |
|