SIAP
Sterling Investment Advisors (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+9,005
| New | +$215K | 0.05% | 173 |
|
|
2022
Q3 | – | Sell |
-3,009
| Closed | -$133K | – | 418 |
|
|
2022
Q2 | $133K | Hold |
3,009
| – | – | 0.05% | 156 |
|
|
2022
Q1 | $161K | Buy |
3,009
+1,505
| +100% | +$80.5K | 0.05% | 159 |
|
|
2021
Q4 | $170K | Hold |
1,504
| – | – | 0.05% | 157 |
|
|
2021
Q3 | $156K | Hold |
1,504
| – | – | 0.05% | 164 |
|
|
2021
Q2 | $157K | Hold |
1,504
| – | – | 0.05% | 162 |
|
|
2021
Q1 | $145K | Buy |
1,504
+1
| +0.1% | +$96 | 0.05% | 159 |
|
|
2020
Q4 | $137K | Hold |
1,503
| – | – | 0.05% | 157 |
|
|
2020
Q3 | $120K | Buy |
1,503
+1
| +0.1% | +$80 | 0.05% | 155 |
|
|
2020
Q2 | $110K | Hold |
1,502
| – | – | 0.05% | 154 |
|
|
2020
Q1 | $90K | Sell |
1,502
-99
| -6% | -$5.93K | 0.05% | 150 |
|
|
2019
Q4 | $123K | Hold |
1,601
| – | – | 0.06% | 142 |
|
|
2019
Q3 | $114K | Hold |
1,601
| – | – | 0.06% | 144 |
|
|
2019
Q2 | $113K | Hold |
1,601
| – | – | 0.06% | 145 |
|
|
2019
Q1 | $109K | Buy |
1,601
+131
| +9% | +$8.92K | 0.06% | 147 |
|
|
2018
Q4 | $88K | Buy |
1,470
+300
| +26% | +$18K | 0.05% | 148 |
|
|
2018
Q3 | $82K | Buy |
1,170
+1
| +0.1% | +$70 | 0.04% | 172 |
|
|
2018
Q2 | $77K | Sell |
1,169
-1
| -0.1% | -$66 | 0.05% | 164 |
|
|
2018
Q1 | $75K | Buy |
1,170
+1
| +0.1% | +$64 | 0.05% | 162 |
|
|
2017
Q4 | $75K | Hold |
1,169
| – | – | 0.05% | 158 |
|
|
2017
Q3 | $71K | Hold |
1,169
| – | – | 0.05% | 154 |
|
|
2017
Q2 | $68K | Buy |
1,169
+1
| +0.1% | +$58 | 0.05% | 160 |
|
|
2017
Q1 | $67K | Buy |
1,168
+618
| +112% | +$35.5K | 0.05% | 154 |
|
|
2016
Q4 | $30K | Buy |
+550
| New | +$30K | 0.02% | 184 |
|