Leading Edge Financial Planning’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 | $35.9M | Buy |
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|
2025
Q2 | $31.9M | Buy |
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|
2025
Q1 | $27.6M | Buy |
|
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|
2024
Q4 | $28.1M | Buy |
|
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|
2024
Q3 | $26.4M | Buy |
|
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|
2024
Q2 | $22.1M | Buy |
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|
2024
Q1 | $19.6M | Buy |
|
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $7.93M | Buy |
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|
2023
Q2 | $5.53M | Sell |
|
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|
2023
Q1 | $5.19M | Sell |
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|
2022
Q4 | $5.26M | Buy |
|