RKL 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 | $1.56M | Sell |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.69M | Sell |
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|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $5.06M | Buy |
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|
2024
Q1 | $4.69M | Sell |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $3.95M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $4.17M | Sell |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.24M | Sell |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $4M | Sell |
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|
2020
Q3 | $3.54M | Buy |
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|
2020
Q2 | $3.23M | Buy |
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|
2020
Q1 | $2.49M | Buy |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $3.09M | Buy |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | $1.78M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $615K | Buy |
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|
2017
Q4 | $447K | Sell |
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|
2017
Q3 | $561K | Sell |
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|
2017
Q2 | $548K | Sell |
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|
2017
Q1 | $570K | Sell |
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|
2016
Q4 | $713K | Buy |
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|
2016
Q3 | $686K | Buy |
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|
2016
Q2 | $649K | Buy |
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|
2016
Q1 | $227K | Buy |
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