Moser Wealth Advisors’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 | $45.3K | Buy |
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2025
Q1 | $40.8K | Buy |
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|
2024
Q4 | $37.5K | Buy |
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|
2024
Q3 | $36.5K | Buy |
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|
2024
Q2 | $34.4K | Hold |
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|
2024
Q1 | $33.4K | Buy |
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|
2023
Q4 | $30.4K | Buy |
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|
2023
Q3 | $27.1K | Buy |
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|
2023
Q2 | $28.1K | Buy |
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|
2022
Q4 | $24.2K | Buy |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $121K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $106K | Buy |
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|
2020
Q3 | $92K | Buy |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | $70K | Buy |
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|
2019
Q4 | $12K | Buy |
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