Oakwell Private Wealth 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
Q2 | $1.05M | Hold |
|
|||||
|
2025
Q1 | $951K | Sell |
|
|||||
|
2024
Q4 | $1.09M | Sell |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $1.11M | Hold |
|
|||||
|
2024
Q1 | $1.07M | Sell |
|
|||||
|
2023
Q4 | $983K | Sell |
|
|||||
|
2023
Q3 | $934K | Buy |
|
|||||
|
2023
Q2 | $968K | Sell |
|
|||||
|
2023
Q1 | $901K | Sell |
|
|||||
|
2022
Q4 | $845K | Sell |
|
|||||
|
2022
Q3 | $818K | Sell |
|
|||||
|
2022
Q2 | $878K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $1.14M | Sell |
|
|||||
|
2021
Q3 | $1.06M | Sell |
|
|||||
|
2021
Q2 | $1.21M | Sell |
|
|||||
|
2021
Q1 | $1.14M | Sell |
|
|||||
|
2020
Q4 | $1.26M | Buy |
|