Perennial 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 | $700K | Buy |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $526K | Buy |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $931K | Buy |
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|
2020
Q4 | $868K | Sell |
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|
2020
Q3 | $803K | Sell |
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|
2020
Q2 | $776K | Sell |
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|
2020
Q1 | $655K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $984K | Buy |
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|
2019
Q2 | $928K | Buy |
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|
2019
Q1 | $879K | Sell |
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|
2018
Q4 | $3.45M | Buy |
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|
2018
Q3 | $680K | Sell |
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|
2018
Q2 | $645K | Sell |
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|
2018
Q1 | $679K | Buy |
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|
2017
Q4 | $476K | Buy |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | $366K | Buy |
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|
2017
Q1 | $324K | Buy |
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