Spire Wealth Management’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 | $240K | Buy |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $728K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $693K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $901K | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.46M | Buy |
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