Kestra Private Wealth Services’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 | $1.65M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $861K | Buy |
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