Selective 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 | $1.9M | Hold |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.51M | Hold |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.66M | Hold |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $66K | Buy |
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|
2019
Q3 | $61K | Buy |
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