Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | $779K | Hold |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $663K | Hold |
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|
2022
Q4 | $621K | Hold |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $611K | Sell |
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|
2022
Q1 | $739K | Buy |
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|
2021
Q4 | $755K | Hold |
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|
2021
Q3 | $694K | Sell |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $646K | Sell |
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|
2020
Q4 | $714K | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $2.02M | Buy |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $18.6K | Buy |
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|
2019
Q1 | $1.78M | Sell |
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|
2018
Q4 | $2.04M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14M | Buy |
|