Summit Place Financial Advisors’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 | $1.05M | Buy |
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|
2025
Q2 | $962K | Buy |
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|
2025
Q1 | $856K | Buy |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $837K | Buy |
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|
2024
Q2 | $779K | Sell |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $643K | Hold |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $735K | Sell |
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|
2021
Q2 | $749K | Buy |
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|
2021
Q1 | $676K | Buy |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $517K | Buy |
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