LGL Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $891K | Buy |
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|
2024
Q1 | $865K | Sell |
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|
2023
Q4 | $86M | Buy |
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|
2023
Q3 | $76.6M | Buy |
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|
2023
Q2 | $79.2M | Buy |
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|
2023
Q1 | $73M | Buy |
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|
2022
Q4 | $68.1M | Buy |
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|
2022
Q3 | $63.5M | Buy |
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|
2022
Q2 | $66.6M | Buy |
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|
2022
Q1 | $70.9M | Buy |
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|
2021
Q4 | $74.8M | Buy |
|