Newman Dignan & Sheerar Inc’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 | $1.79M | Sell |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $916K | Buy |
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|
2023
Q2 | $800K | Buy |
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|
2023
Q1 | $721K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $606 | Buy |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $700 | Sell |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $722K | Buy |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $663 | Sell |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | $597K | Buy |
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|
2020
Q1 | $479K | Sell |
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|
2019
Q4 | $516 | Buy |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $451 | Sell |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $3.85K | Buy |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $421 | Buy |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $420K | Buy |
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|
2017
Q2 | $393K | Buy |
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|
2017
Q1 | $357 | Buy |
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|
2016
Q4 | $254K | Buy |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $410K | Sell |
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|
2016
Q1 | $402K | Sell |
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|
2015
Q4 | $402K | Sell |
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|
2015
Q3 | $390K | Buy |
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|
2015
Q2 | $422K | Buy |
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|
2015
Q1 | $418K | Sell |
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|
2014
Q4 | $418 | Buy |
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|
2014
Q3 | $367K | Sell |
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|
2014
Q2 | $409 | Sell |
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|
2014
Q1 | $394K | Buy |
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|
2013
Q4 | $383 | Buy |
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|
2013
Q3 | $343K | Sell |
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|
2013
Q2 | $372 | Buy |
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