Princeton Global Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $111K | Buy |
4,645
+237
| +5% | +$5.65K | 0.02% | 231 |
|
2025
Q1 | $94.9K | Sell |
4,408
-41
| -0.9% | -$883 | 0.02% | 232 |
|
2024
Q4 | $101K | Hold |
4,449
| – | – | 0.02% | 242 |
|
2024
Q3 | $98.6K | Buy |
4,449
+6
| +0.1% | +$133 | 0.02% | 245 |
|
2024
Q2 | $93.1K | Hold |
4,443
| – | – | 0.02% | 224 |
|
2024
Q1 | $90.4K | Buy |
4,443
+3
| +0.1% | +$61 | 0.02% | 207 |
|
2023
Q4 | $82.4K | Buy |
4,440
+6
| +0.1% | +$111 | 0.02% | 213 |
|
2023
Q3 | $73.7K | Buy |
4,434
+3
| +0.1% | +$50 | 0.02% | 216 |
|
2023
Q2 | $76.4K | Buy |
4,431
+3
| +0.1% | +$52 | 0.02% | 218 |
|
2023
Q1 | $70.6K | Buy |
4,428
+1,356
| +44% | +$21.6K | 0.02% | 225 |
|
2022
Q4 | $46K | Hold |
3,072
| – | – | 0.01% | 245 |
|
2022
Q3 | $43K | Hold |
3,072
| – | – | 0.02% | 248 |
|
2022
Q2 | $45K | Hold |
3,072
| – | – | 0.01% | 261 |
|
2022
Q1 | $55K | Hold |
3,072
| – | – | 0.02% | 257 |
|
2021
Q4 | $58K | Hold |
3,072
| – | – | 0.02% | 246 |
|
2021
Q3 | $53K | Sell |
3,072
-252
| -8% | -$4.35K | 0.02% | 252 |
|
2021
Q2 | $58K | Hold |
3,324
| – | – | 0.02% | 246 |
|
2021
Q1 | $54K | Hold |
3,324
| – | – | 0.02% | 238 |
|
2020
Q4 | $50K | Sell |
3,324
-420
| -11% | -$6.32K | 0.02% | 243 |
|
2020
Q3 | $50K | Hold |
3,744
| – | – | 0.02% | 217 |
|
2020
Q2 | $45K | Buy |
+3,744
| New | +$45K | 0.01% | 261 |
|