TFO 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 | $346K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $163K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $1.58K | Sell |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $148K | Hold |
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|
2021
Q3 | $139K | Buy |
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