Segment 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
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $982K | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $984K | Buy |
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|
2018
Q4 | $751K | Buy |
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|
2018
Q3 | $874K | Buy |
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|
2018
Q2 | $692K | Buy |
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|
2018
Q1 | $648K | Sell |
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|
2017
Q4 | $665K | Buy |
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|
2017
Q3 | $625K | Buy |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $510K | Buy |
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