OLIO Financial Planning’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
Q4 | $650K | Sell |
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|
2025
Q3 | $637K | Sell |
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|
2025
Q2 | $591K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $583K | Sell |
|
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $504K | Buy |
|