Strategic Equity 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 | $311K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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