Liberty Wealth Management’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 | $353K | Buy |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q2 | $69K | Buy |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $72K | Sell |
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|
2019
Q3 | $178K | Buy |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $34K | Buy |
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