Townsend Asset 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
Q3 | $771K | Buy |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $755K | Hold |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $580K | Sell |
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|
2022
Q2 | $625K | Buy |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $776K | Buy |
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|
2021
Q3 | $712K | Sell |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $684K | Buy |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $441K | Buy |
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|
2019
Q4 | $538K | Buy |
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