Somerset Group’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 | $394K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $342K | Buy |
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|
2019
Q2 | $322K | Buy |
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|
2019
Q1 | $297K | Buy |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $286K | Buy |
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|
2018
Q2 | $265K | Buy |
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|
2018
Q1 | $218K | Buy |
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