Tolleson Wealth 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 | $1.69M | Sell |
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|
2025
Q1 | $1.68M | Hold |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.74M | Hold |
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|
2024
Q1 | $1.69M | Hold |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.83M | Hold |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.59M | Hold |
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|
2022
Q3 | $1.49M | Hold |
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|
2022
Q2 | $1.57M | Hold |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $930K | Hold |
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|
2020
Q4 | $875K | Hold |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $595K | Buy |
|