Klingman & Associates’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 | $448K | Buy |
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|
2025
Q2 | $415K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $226K | Buy |
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