SJS Investment Consulting’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 | $225K | Sell |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $194K | Hold |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $173K | Hold |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $143K | Sell |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $127K | Buy |
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