Stratos Wealth Partners’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 | $651K | Buy |
|
|||||
|
2025
Q2 | $594K | Buy |
|
|||||
|
2025
Q1 | $524K | Buy |
|
|||||
|
2024
Q4 | $525K | Sell |
|
|||||
|
2024
Q3 | $563K | Buy |
|
|||||
|
2024
Q2 | $517K | Buy |
|
|||||
|
2024
Q1 | $443K | Buy |
|
|||||
|
2023
Q4 | $393K | Buy |
|
|||||
|
2023
Q3 | $332K | Buy |
|
|||||
|
2023
Q2 | $334K | Sell |
|
|||||
|
2023
Q1 | $318K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $74K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $70K | Sell |
|
|||||
|
2017
Q4 | $71K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $483K | Buy |
|