LaSalle St. Investment Advisors’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 | $802K | Hold |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $895K | Hold |
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|
2024
Q3 | $875K | Buy |
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|
2024
Q2 | $826K | Hold |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $7.32M | Sell |
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|
2023
Q3 | $674K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $687K | Buy |
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