Robertson Stephens 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
Q3 | $2.83M | Sell |
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|
2025
Q2 | $5.68M | Sell |
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|
2025
Q1 | $5.62M | Buy |
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|
2024
Q4 | $5.74M | Buy |
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|
2024
Q3 | $5.36M | Buy |
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|
2024
Q2 | $4.55M | Buy |
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|
2024
Q1 | $4.33M | Sell |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.74M | Sell |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $3.78M | Sell |
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|
2022
Q3 | $3.56M | Buy |
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|
2022
Q2 | $3.68M | Sell |
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|
2022
Q1 | $5.8M | Buy |
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|
2021
Q4 | $6.09M | Buy |
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|
2021
Q3 | $5.44M | Sell |
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|
2021
Q2 | $5.51M | Buy |
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|
2021
Q1 | $4.94M | Buy |
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|
2020
Q4 | $4.07M | Sell |
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|
2020
Q3 | $3.72M | Buy |
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|
2020
Q2 | $2.94M | Sell |
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|
2020
Q1 | $3.15M | Buy |
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