L.J. Altfest & Co’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 | $5.45M | Sell |
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|
2025
Q1 | $5.21M | Buy |
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|
2024
Q4 | $4.65M | Sell |
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|
2024
Q3 | $4.61M | Sell |
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|
2024
Q2 | $5.83M | Buy |
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|
2024
Q1 | $5.61M | Sell |
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|
2023
Q4 | $5.12M | Sell |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $4.88M | Buy |
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|
2023
Q1 | $4.5M | Buy |
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|
2022
Q4 | $4.19M | Buy |
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|
2022
Q3 | $3.86M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $4.26M | Sell |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $4.13M | Sell |
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|
2021
Q2 | $4.17M | Sell |
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|
2021
Q1 | $4M | Sell |
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|
2020
Q4 | $3.79M | Buy |
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|
2020
Q3 | $3.28M | Buy |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $2.52M | Buy |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $2.76M | Sell |
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|
2019
Q2 | $2.79M | Buy |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $1.92M | Sell |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $252K | Buy |
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