Regent Peak 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 | $1.99M | Buy |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.83M | Hold |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.47M | Hold |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $64K | Buy |
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