Perigon Wealth 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 | $2.05M | Sell |
|
|||||
|
2025
Q2 | $2.34M | Sell |
|
|||||
|
2025
Q1 | $2.14M | Sell |
|
|||||
|
2024
Q4 | $2.3M | Sell |
|
|||||
|
2024
Q3 | $2.29M | Sell |
|
|||||
|
2024
Q2 | $2.8M | Buy |
|
|||||
|
2024
Q1 | $1.48M | Buy |
|
|||||
|
2023
Q4 | $1.02M | Buy |
|
|||||
|
2023
Q3 | $874K | Sell |
|
|||||
|
2023
Q2 | $909K | Buy |
|
|||||
|
2023
Q1 | $806K | Buy |
|
|||||
|
2022
Q4 | $755K | Sell |
|
|||||
|
2022
Q3 | $757K | Sell |
|
|||||
|
2022
Q2 | $803K | Sell |
|
|||||
|
2022
Q1 | $1.01M | Sell |
|
|||||
|
2021
Q4 | $1.17M | Buy |
|
|||||
|
2021
Q3 | $938K | Sell |
|
|||||
|
2021
Q2 | $951K | Sell |
|
|||||
|
2021
Q1 | $902K | Sell |
|
|||||
|
2020
Q4 | $984K | Buy |
|
|||||
|
2020
Q3 | $796K | Sell |
|
|||||
|
2020
Q2 | $746K | Buy |
|
|||||
|
2020
Q1 | $577K | Buy |
|
|||||
|
2019
Q4 | $334K | Buy |
|
|||||
|
2019
Q3 | $271K | Buy |
|
|||||
|
2019
Q2 | $247K | Sell |
|
|||||
|
2019
Q1 | $273K | Buy |
|
|||||
|
2018
Q4 | $211K | Sell |
|
|||||
|
2018
Q3 | $810K | Sell |
|
|||||
|
2018
Q2 | $764K | Sell |
|
|||||
|
2018
Q1 | $742K | Buy |
|
|||||
|
2017
Q4 | $495K | Buy |
|
|||||
|
2017
Q3 | $273K | Sell |
|
|||||
|
2017
Q2 | $267K | Sell |
|
|||||
|
2017
Q1 | $264K | Hold |
|
|||||
|
2016
Q4 | $267K | Buy |
|
|||||
|
2016
Q3 | $209K | Buy |
|
|||||
|
2016
Q2 | $183K | Buy |
|
|||||
|
2016
Q1 | $170K | Buy |
|