Sage Financial Group’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 | $424K | Sell |
|
|||||
|
2025
Q1 | $518K | Buy |
|
|||||
|
2024
Q4 | $413K | Sell |
|
|||||
|
2024
Q3 | $423K | Sell |
|
|||||
|
2024
Q2 | $425K | Buy |
|
|||||
|
2024
Q1 | $337K | Buy |
|
|||||
|
2023
Q4 | $303K | Sell |
|
|||||
|
2023
Q3 | $304K | Buy |
|
|||||
|
2023
Q2 | $286K | Buy |
|
|||||
|
2023
Q1 | $261K | Sell |
|
|||||
|
2022
Q4 | $267K | Buy |
|
|||||
|
2022
Q3 | $241K | Buy |
|
|||||
|
2022
Q2 | $233K | Buy |
|