Mather 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 | $2.51M | Sell |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.7M | Buy |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.19M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.96M | Hold |
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|
2020
Q3 | $1.72M | Buy |
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