Moisand Fitzgerald Tamayo’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 | $202K | Sell |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $197K | Sell |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $191K | Sell |
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|
2022
Q4 | $180K | Sell |
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|
2022
Q3 | $178K | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $167K | Sell |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $274K | Buy |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | $192K | Sell |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $175K | Buy |
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|
2018
Q3 | $197K | Buy |
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|
2018
Q2 | $184K | Buy |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $161K | Buy |
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|
2017
Q3 | $147K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $133K | Sell |
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|
2015
Q4 | $147K | Buy |
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