North Star Investment Management’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 | $755K | Hold |
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|
2025
Q2 | $699K | Hold |
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|
2025
Q1 | $632K | Hold |
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|
2024
Q4 | $666K | Hold |
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|
2024
Q3 | $651K | Hold |
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|
2024
Q2 | $615K | Hold |
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|
2024
Q1 | $597K | Hold |
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|
2023
Q4 | $545K | Hold |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $506K | Hold |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $411K | Hold |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $119K | Buy |
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