Ritholtz Wealth Management’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
Q2 | $4.82M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $981K | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $337K | Sell |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $339K | Sell |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $387K | Buy |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $209K | Buy |
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