Old North State 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
Q3 | $456K | Buy |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $384K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $314K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $341K | Buy |
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