Lokken Investment Group’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 | $3.41M | Buy |
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|
2025
Q2 | $3.16M | Buy |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $984K | Buy |
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|
2021
Q2 | $950K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $628K | Buy |
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