Islay Capital 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 | $6.13M | Sell |
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|
2025
Q1 | $6.52M | Sell |
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|
2024
Q4 | $7.98M | Sell |
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|
2024
Q3 | $8.02M | Buy |
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|
2024
Q2 | $7.44M | Sell |
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|
2024
Q1 | $7.74M | Buy |
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|
2023
Q4 | $6.99M | Buy |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $4.5M | Buy |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $3.1M | Sell |
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|
2022
Q2 | $3.74M | Sell |
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|
2022
Q1 | $9.48M | Buy |
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|
2021
Q4 | $9.49M | Buy |
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|
2021
Q3 | $8.21M | Buy |
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|
2021
Q2 | $7.05M | Buy |
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|
2021
Q1 | $6.51M | Sell |
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|
2020
Q4 | $6.14M | Sell |
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|
2020
Q3 | $5.5M | Buy |
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|
2020
Q2 | $4.71M | Sell |
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|
2020
Q1 | $4.37M | Sell |
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|
2019
Q4 | $7.37M | Buy |
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