Per Stirling Capital 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 | $550K | Sell |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $234K | Buy |
|