Simon Quick 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 | $241K | Sell |
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2025
Q2 | $233K | Sell |
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2025
Q1 | $216K | Hold |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $870K | Sell |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $841K | Sell |
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|
2023
Q3 | $849K | Buy |
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|
2023
Q2 | $813K | Buy |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $701K | Hold |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Buy |
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