Signature Estate & Investment 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
Q3 | $629K | Buy |
|
|||||
|
2025
Q2 | $580K | Sell |
|
|||||
|
2025
Q1 | $920K | Buy |
|
|||||
|
2024
Q4 | $932K | Buy |
|
|||||
|
2024
Q3 | $736K | Buy |
|
|||||
|
2024
Q2 | $693K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $171K | Buy |
|
|||||
|
2016
Q3 | $164K | Buy |
|
|||||
|
2016
Q2 | $157K | Buy |
|
|||||
|
2016
Q1 | $153K | Buy |
|
|||||
|
2015
Q4 | $152K | Hold |
|
|||||
|
2015
Q3 | $144K | Hold |
|
|||||
|
2015
Q2 | $156K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $233K | Buy |
|