Trellis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $9.1M | Sell |
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|
2023
Q2 | $9.52M | Sell |
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|
2023
Q1 | $8.86M | Sell |
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|
2022
Q4 | $8.4M | Sell |
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|
2022
Q3 | $8.23M | Buy |
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|
2022
Q2 | $7.82M | Buy |
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|
2022
Q1 | $8.44M | Buy |
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|
2021
Q4 | $8.8M | Sell |
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|
2021
Q3 | $8.58M | Sell |
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|
2021
Q2 | $8.79M | Sell |
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|
2021
Q1 | $8.56M | Sell |
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|
2020
Q4 | $8.06M | Sell |
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|
2020
Q3 | $7.31M | Sell |
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|
2020
Q2 | $6.91M | Buy |
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|
2020
Q1 | $5.53M | Sell |
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|
2019
Q4 | $7.42M | Sell |
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|
2019
Q3 | $7.67M | Buy |
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|
2019
Q2 | $7.61M | Sell |
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|
2019
Q1 | $7.48M | Sell |
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|
2018
Q4 | $7.02M | Buy |
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|
2018
Q3 | $3.17M | Sell |
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|
2018
Q2 | $3.01M | Buy |
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|
2018
Q1 | $2.36M | Sell |
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|
2017
Q4 | $2.47M | Buy |
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