McCarthy Asset 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
Q2 | $2.1M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $2.81M | Sell |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $2.87M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.14M | Sell |
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|
2022
Q1 | $3.8M | Buy |
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|
2021
Q4 | $3.79M | Buy |
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|
2021
Q3 | $3.27M | Buy |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.82M | Sell |
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|
2020
Q4 | $3.68M | Buy |
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