Shira Ridge 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 | $543K | Hold |
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|
2025
Q2 | $503K | Hold |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $479K | Hold |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $430K | Hold |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $315K | Buy |
|