Northern Capital Management (Washington)’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 | $1.03M | Buy |
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|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $811K | Buy |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $853K | Buy |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $584K | Buy |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $837K | Buy |
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|
2021
Q4 | $882K | Sell |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $720K | Buy |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $605K | Buy |
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