RTD Financial Advisors’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 | $3.24M | Sell |
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|
2025
Q2 | $3.24M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $3.07M | Sell |
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|
2024
Q1 | $3.1M | Sell |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $2.58M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $3.22M | Buy |
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