Sheets Smith 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 | $7.17M | Sell |
|
|||||
|
2025
Q2 | $7.2M | Sell |
|
|||||
|
2025
Q1 | $6.59M | Sell |
|
|||||
|
2024
Q4 | $8.77M | Sell |
|
|||||
|
2024
Q3 | $8.74M | Sell |
|
|||||
|
2024
Q2 | $8.42M | Buy |
|
|||||
|
2024
Q1 | $7.83M | Buy |
|
|||||
|
2023
Q4 | $6.93M | Buy |
|
|||||
|
2023
Q3 | $6.17M | Sell |
|
|||||
|
2023
Q2 | $6.55M | Sell |
|
|||||
|
2023
Q1 | $6.23M | Sell |
|
|||||
|
2022
Q4 | $5.91M | Buy |
|
|||||
|
2022
Q3 | $5.49M | Buy |
|
|||||
|
2022
Q2 | $5.69M | Sell |
|
|||||
|
2022
Q1 | $7.1M | Sell |
|
|||||
|
2021
Q4 | $7.56M | Sell |
|
|||||
|
2021
Q3 | $7.01M | Buy |
|
|||||
|
2021
Q2 | $6.99M | Sell |
|
|||||
|
2021
Q1 | $6.56M | Sell |
|
|||||
|
2020
Q4 | $6.4M | Sell |
|
|||||
|
2020
Q3 | $6.38M | Sell |
|
|||||
|
2020
Q2 | $7.85M | Sell |
|
|||||
|
2020
Q1 | $6.85M | Buy |
|
|||||
|
2019
Q4 | $3.48M | Sell |
|
|||||
|
2019
Q3 | $3.59M | Buy |
|
|||||
|
2019
Q2 | $3.46M | Buy |
|
|||||
|
2019
Q1 | $2.21M | Buy |
|
|||||
|
2018
Q4 | $1.89M | Buy |
|
|||||
|
2018
Q3 | $1.5M | Sell |
|
|||||
|
2018
Q2 | $1.43M | Sell |
|
|||||
|
2018
Q1 | $1.39M | Sell |
|
|||||
|
2017
Q4 | $1.41M | Buy |
|
|||||
|
2017
Q3 | $1.32M | Sell |
|
|||||
|
2017
Q2 | $1.28M | Sell |
|
|||||
|
2017
Q1 | $1.31M | Sell |
|
|||||
|
2016
Q4 | $1.28M | Buy |
|
|||||
|
2016
Q3 | $934K | Sell |
|
|||||
|
2016
Q2 | $906K | Buy |
|
|||||
|
2016
Q1 | $284K | Sell |
|
|||||
|
2015
Q4 | $705K | Sell |
|
|||||
|
2015
Q3 | $771K | Sell |
|
|||||
|
2015
Q2 | $848K | Sell |
|
|||||
|
2015
Q1 | $889K | Buy |
|
|||||
|
2014
Q4 | $828K | Sell |
|
|||||
|
2014
Q3 | $4.4M | Buy |
|
|||||
|
2014
Q2 | $4.4M | Sell |
|
|||||
|
2014
Q1 | $4.89M | Sell |
|
|||||
|
2013
Q4 | $4.86M | Sell |
|
|||||
|
2013
Q3 | $4.54M | Sell |
|
|||||
|
2013
Q2 | $4.32M | Buy |
|