Mason & Associates (California)’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
Q2 | $813K | Buy |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $982K | Buy |
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|
2024
Q3 | $959K | Sell |
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|
2024
Q2 | $916K | Hold |
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|
2024
Q1 | $890K | Buy |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $726K | Sell |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $696K | Buy |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $846K | Buy |
|