Tompkins Financial’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 | $1.18M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $865K | Hold |
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|
2024
Q2 | $817K | Buy |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $113K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $98K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $116K | Buy |
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