Sowell Financial Services’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 | $498K | Buy |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $488K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $890K | Buy |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $644K | Buy |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $3.47M | Buy |
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|
2020
Q4 | $3.01M | Sell |
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|
2020
Q3 | $2.8M | Buy |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $1.62M | Buy |
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|
2019
Q1 | $401K | Sell |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $1.22M | Buy |
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