Sightline Wealth Advisors’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
Q2 | $573K | Buy |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $532K | Buy |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $374K | Buy |
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