Nicholas Hoffman & Company’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 | $1.73M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $964K | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $835K | Buy |
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|
2020
Q1 | $684K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $969K | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $974K | Hold |
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|
2018
Q4 | $858K | Buy |
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|
2018
Q3 | $850K | Hold |
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|
2018
Q2 | $797K | Hold |
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|
2018
Q1 | $770K | Buy |
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|
2017
Q4 | $778K | Buy |
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|
2017
Q3 | $563K | Buy |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $258K | Buy |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $238K | Buy |
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|
2016
Q2 | $228K | Buy |
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