Summit Asset 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
Q2 | $587K | Buy |
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|
2025
Q1 | $516K | Buy |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $694K | Sell |
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|
2021
Q4 | $734K | Hold |
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|
2021
Q3 | $675K | Hold |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $469K | Hold |
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|
2020
Q3 | $410K | Hold |
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|
2020
Q2 | $378K | Hold |
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|
2020
Q1 | $311K | Hold |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $363K | Hold |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $366K | Hold |
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|
2018
Q2 | $343K | Hold |
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $316K | Buy |
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|
2017
Q2 | $301K | Hold |
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|
2017
Q1 | $294K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $249K | Sell |
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|
2014
Q1 | $249K | Sell |
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|
2013
Q4 | $265K | Hold |
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|
2013
Q3 | $242K | Sell |
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|
2013
Q2 | $241K | Buy |
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