Sterling Group 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 | $769K | Buy |
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|
2025
Q2 | $711K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $263K | Buy |
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