Royal Capital 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
$465K Buy
2025
Q2
$431K Buy
2025
Q1
$389K Buy
2024
Q4
$410K Buy
2024
Q3
$401K Sell
2024
Q2
$419K Hold
2024
Q1
$407K Sell
2023
Q4
$540K Buy
2023
Q3
$484K Buy
2023
Q2
$344K Buy
2023
Q1
$314K Buy
2022
Q4
$294K Buy
2022
Q3
$272K Buy
2022
Q2
$286K Buy
2022
Q1
$343K Sell
2021
Q4
$375K Buy