Lederer & Associates Investment Counsel’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 | $526K | Sell |
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|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $398K | Hold |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $371K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $314K | Sell |
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|
2020
Q2 | $865K | Sell |
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|
2020
Q1 | $722K | Sell |
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|
2019
Q4 | $920K | Buy |
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|
2019
Q3 | $547K | Sell |
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|
2019
Q2 | $593K | Sell |
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|
2019
Q1 | $586K | Buy |
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|
2018
Q4 | $514K | Buy |
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|
2018
Q3 | $585K | Buy |
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|
2018
Q2 | $545K | Sell |
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|
2018
Q1 | $551K | Buy |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $370K | Buy |
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|
2017
Q2 | $284K | Sell |
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|
2017
Q1 | $287K | Buy |
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|
2016
Q4 | $259K | Buy |
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|
2015
Q3 | $213K | Buy |
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|
2015
Q2 | $230K | Buy |
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|
2015
Q1 | $230K | Buy |
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|
2014
Q4 | $209K | Buy |
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