Meritage Portfolio 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 | $1.6M | Sell |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.27M | Hold |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.73M | Hold |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $629K | Buy |
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|
2019
Q4 | $749K | Buy |
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|
2019
Q3 | $266K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $566K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $629K | Buy |
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|
2016
Q3 | $212K | Sell |
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|
2016
Q2 | $276K | Buy |
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