Sound Income Strategies’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 | – | Sell |
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|
2025
Q2 | $715 | Hold |
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|
2025
Q1 | $646 | Sell |
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|
2024
Q4 | $3.2K | Buy |
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|
2024
Q3 | $665 | Hold |
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|
2024
Q2 | $629 | Hold |
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|
2024
Q1 | $611 | Sell |
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|
2023
Q4 | $35.2K | Buy |
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|
2023
Q3 | $24.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $28.6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $18K | Buy |
|