Patton Albertson Miller Group’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 | $684K | Sell |
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|
2025
Q2 | $678K | Buy |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $671K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $790K | Sell |
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|
2023
Q1 | $916K | Sell |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $865K | Sell |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.45M | Hold |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $1.36M | Buy |
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|
2019
Q2 | $1.29M | Buy |
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