Optimum Investment Advisors’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 | $12.5K | Hold |
|
|||||
|
2025
Q2 | $11.6K | Hold |
|
|||||
|
2025
Q1 | $10.5K | Hold |
|
|||||
|
2024
Q4 | $11K | Hold |
|
|||||
|
2024
Q3 | $10.8K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $309K | Hold |
|
|||||
|
2023
Q4 | $282K | Hold |
|
|||||
|
2023
Q3 | $252K | Hold |
|
|||||
|
2023
Q2 | $262K | Hold |
|
|||||
|
2023
Q1 | $242K | Hold |
|
|||||
|
2022
Q4 | $227K | Hold |
|
|||||
|
2022
Q3 | $213K | Hold |
|
|||||
|
2022
Q2 | $224K | Hold |
|
|||||
|
2022
Q1 | $270K | Hold |
|
|||||
|
2021
Q4 | $286K | Hold |
|
|||||
|
2021
Q3 | $263K | Hold |
|
|||||
|
2021
Q2 | $264K | Hold |
|
|||||
|
2021
Q1 | $245K | Hold |
|
|||||
|
2020
Q4 | $230K | Hold |
|
|||||
|
2020
Q3 | $202K | Hold |
|
|||||
|
2020
Q2 | $186K | Hold |
|
|||||
|
2020
Q1 | $153K | Hold |
|
|||||
|
2019
Q4 | $195K | Sell |
|
|||||
|
2019
Q3 | $240K | Sell |
|
|||||
|
2019
Q2 | $320K | Hold |
|
|||||
|
2019
Q1 | $308K | Hold |
|
|||||
|
2018
Q4 | $272K | Hold |
|
|||||
|
2018
Q3 | $319K | Hold |
|
|||||
|
2018
Q2 | $299K | Hold |
|
|||||
|
2018
Q1 | $289K | Hold |
|
|||||
|
2017
Q4 | $292K | Hold |
|
|||||
|
2017
Q3 | $276K | Buy |
|