Schnieders Capital 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
Q2 | $218K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $307K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $268K | Hold |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Buy |
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