Summit Financial Strategies’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 | $88.1M | Sell |
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|
2025
Q1 | $83.6M | Sell |
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|
2024
Q4 | $92M | Sell |
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|
2024
Q3 | $92.3M | Sell |
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|
2024
Q2 | $88M | Buy |
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|
2024
Q1 | $83.5M | Sell |
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|
2023
Q4 | $76.9M | Sell |
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|
2023
Q3 | $69.7M | Buy |
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|
2023
Q2 | $72M | Buy |
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|
2023
Q1 | $66.5M | Buy |
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|
2022
Q4 | $61.3M | Sell |
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|
2022
Q3 | $57.9M | Buy |
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|
2022
Q2 | $57.9M | Buy |
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|
2022
Q1 | $69.1M | Sell |
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|
2021
Q4 | $73.8M | Buy |
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|
2021
Q3 | $65.3M | Buy |
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|
2021
Q2 | $62.9M | Buy |
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|
2021
Q1 | $47.9M | Buy |
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|
2020
Q4 | $41.8M | Sell |
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|
2020
Q3 | $36.9M | Sell |
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|
2020
Q2 | $34.8M | Sell |
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|
2020
Q1 | $29.4M | Buy |
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|
2019
Q4 | $37M | Buy |
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|
2019
Q3 | $33.4M | Buy |
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|
2019
Q2 | $32.6M | Buy |
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|
2019
Q1 | $29.9M | Buy |
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|
2018
Q4 | $25.4M | Buy |
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|
2018
Q3 | $27.7M | Buy |
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|
2018
Q2 | $25.7M | Buy |
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|
2018
Q1 | $23.7M | Buy |
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|
2017
Q4 | $22.6M | Buy |
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|
2017
Q3 | $20.6M | Buy |
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|
2017
Q2 | $18.9M | Buy |
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|
2017
Q1 | $17.8M | Buy |
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|
2016
Q4 | $16.2M | Buy |
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|
2016
Q3 | $15M | Buy |
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|
2016
Q2 | $13.5M | Buy |
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|
2016
Q1 | $12.9M | Buy |
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|
2015
Q4 | $10.3M | Buy |
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|
2015
Q3 | $8.98M | Buy |
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|
2015
Q2 | $9.01M | Buy |
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|
2015
Q1 | $8.19M | Buy |
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|
2014
Q4 | $6.84M | Buy |
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