Shorepoint Capital 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 | $1.38M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $990K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $958K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $966K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $900K | Sell |
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|
2020
Q2 | $868K | Sell |
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|
2020
Q1 | $727K | Buy |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $661K | Sell |
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|
2019
Q2 | $688K | Sell |
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|
2019
Q1 | $695K | Buy |
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