R.W. Roge & Company’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 | $717K | Sell |
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|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $818K | Hold |
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|
2024
Q2 | $773K | Hold |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $623K | Sell |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $845K | Hold |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $838K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $939K | Sell |
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|
2020
Q2 | $857K | Sell |
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|
2020
Q1 | $951K | Sell |
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|
2019
Q4 | $1.62M | Buy |
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