Sigma Investment Counselors’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 | $3.45M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $927K | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $853K | Buy |
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|
2018
Q3 | $814K | Buy |
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|
2018
Q2 | $721K | Sell |
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|
2018
Q1 | $726K | Sell |
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|
2017
Q4 | $794K | Sell |
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|
2017
Q3 | $808K | Sell |
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|
2017
Q2 | $869K | Sell |
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|
2017
Q1 | $882K | Buy |
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|
2016
Q4 | $833K | Buy |
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|
2016
Q3 | $690K | Buy |
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|
2016
Q2 | $652K | Buy |
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|
2016
Q1 | $634K | Buy |
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|
2015
Q4 | $621K | Buy |
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|
2015
Q3 | $446K | Buy |
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|
2015
Q2 | $471K | Buy |
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|
2015
Q1 | $464K | Buy |
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|
2014
Q4 | $407K | Buy |
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|
2014
Q3 | $355K | Buy |
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|
2014
Q2 | $314K | Buy |
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|
2014
Q1 | $272K | Buy |
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|
2013
Q4 | $261K | Buy |
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|
2013
Q3 | $227K | Buy |
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