Sandy Spring Bank’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
Q1 | $281K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $164K | Buy |
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|
2023
Q4 | $150K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $205K | Hold |
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|
2021
Q1 | $190K | Buy |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $154K | Buy |
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|
2020
Q2 | $141K | Buy |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $110K | Buy |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $54K | Hold |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $56K | Sell |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $110K | Buy |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $43K | Hold |
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|
2016
Q3 | $42K | Hold |
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|
2016
Q2 | $40K | Hold |
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|
2016
Q1 | $39K | Hold |
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|
2015
Q4 | $39K | Hold |
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|
2015
Q3 | $37K | Sell |
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|
2015
Q2 | $294K | Hold |
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|
2015
Q1 | $295K | Buy |
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|
2014
Q4 | $271K | Hold |
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|
2014
Q3 | $259K | Sell |
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|
2014
Q2 | $306K | Buy |
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