Redmont Wealth 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 | $510 | Hold |
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|
2025
Q2 | $472 | Hold |
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|
2025
Q1 | $425 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $439 | Hold |
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|
2024
Q2 | $413 | Hold |
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|
2024
Q1 | $401 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $530K | Hold |
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|
2022
Q1 | $641K | Hold |
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|
2021
Q4 | $678K | Buy |
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