Sterling Investment Advisors (Pennsylvania)’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
Q2 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $156K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $145K | Buy |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $90K | Sell |
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|
2019
Q4 | $123K | Hold |
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|
2019
Q3 | $114K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $88K | Buy |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $75K | Buy |
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|
2017
Q4 | $75K | Hold |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $68K | Buy |
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|
2017
Q1 | $67K | Buy |
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|
2016
Q4 | $30K | Buy |
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