Montag & Associates’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 | $99.2K | Buy |
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|
2025
Q2 | $91.7K | Buy |
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|
2025
Q1 | $81.5K | Buy |
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|
2024
Q4 | $85.7K | Buy |
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|
2024
Q3 | $83.4K | Buy |
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|
2024
Q2 | $78.6K | Hold |
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|
2024
Q1 | $76.1K | Buy |
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|
2023
Q4 | $69.2K | Buy |
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|
2023
Q3 | $61.7K | Buy |
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|
2023
Q2 | $63.7K | Buy |
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|
2023
Q1 | $58.8K | Buy |
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|
2022
Q4 | $54.8K | Buy |
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