Naples Global 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 | $3.78M | Sell |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.65M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.46M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $3.08M | Sell |
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|
2022
Q3 | $2.97M | Sell |
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $4.11M | Sell |
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|
2021
Q3 | $3.83M | Sell |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $3.26M | Sell |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $2.77M | Sell |
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|
2020
Q1 | $2.33M | Buy |
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|
2019
Q4 | $2.89M | Buy |
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|
2019
Q3 | $2.58M | Buy |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.57M | Buy |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.4M | Buy |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $952K | Buy |
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|
2016
Q2 | $877K | Buy |
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|
2016
Q1 | $849K | Buy |
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|
2015
Q4 | $771K | Buy |
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|
2015
Q3 | $686K | Buy |
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|
2015
Q2 | $721K | Buy |
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|
2015
Q1 | $724K | Buy |
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|
2014
Q4 | $696K | Hold |
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|
2014
Q3 | $665K | Sell |
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|
2014
Q2 | $672K | Sell |
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|
2014
Q1 | $646K | Buy |
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|
2013
Q4 | $627K | Buy |
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