Steward Partners Investment Advisory’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 | $1.54M | Buy |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $168K | Sell |
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|
2024
Q2 | $162K | Hold |
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|
2024
Q1 | $158K | Buy |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q3 | $71.8K | Sell |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $92.7K | Sell |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $123K | Sell |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $149K | Sell |
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|
2021
Q1 | $181K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $23K | Buy |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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