Kingsview 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 | $258K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $848K | Buy |
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|
2019
Q2 | $823K | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $814K | Buy |
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|
2018
Q3 | $842K | Sell |
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|
2018
Q2 | $817K | Sell |
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|
2018
Q1 | $790K | Buy |
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|
2017
Q4 | $699K | Sell |
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|
2017
Q3 | $707K | Sell |
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|
2017
Q2 | $887K | Buy |
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|
2017
Q1 | $637K | Buy |
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