Shepherd Financial Partners’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 | $463K | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $205K | Buy |
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