S.A. Mason’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 | $1.72M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.54M | Buy |
|
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.41M | Hold |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.38M | Buy |
|
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $838K | Sell |
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|
2019
Q4 | $1.23M | Buy |
|