Ironwood Wealth Management (Arizona)’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 | $2.9M | Sell |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $3.81M | Sell |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.66M | Sell |
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|
2024
Q1 | $3.6M | Sell |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $3.38M | Sell |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.71M | Hold |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $3.18M | Sell |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $3.44M | Sell |
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|
2021
Q2 | $3.56M | Sell |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $3.45M | Sell |
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|
2020
Q3 | $3M | Hold |
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|
2020
Q2 | $3M | Sell |
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|
2020
Q1 | $2.88M | Sell |
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|
2019
Q4 | $4.83M | Sell |
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|
2019
Q3 | $4.74M | Sell |
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|
2019
Q2 | $4.99M | Sell |
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|
2019
Q1 | $4.91M | Buy |
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|
2018
Q4 | $4.28M | Sell |
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|
2018
Q3 | $5.06M | Buy |
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|
2018
Q2 | $4.69M | Buy |
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|
2017
Q3 | $5.73M | Buy |
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