Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $880K | Buy |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $810K | Sell |
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|
2023
Q1 | $905K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2019
Q4 | $1.48M | Buy |
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