Seaside Wealth 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
Q3 | $6.49M | Buy |
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|
2025
Q2 | $5.8M | Buy |
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|
2025
Q1 | $4.85M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.29M | Sell |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.97M | Buy |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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