Triangle Securities 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
Q3 | $3.01M | Buy |
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|
2025
Q2 | $2.78M | Buy |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $838K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $272K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.36M | Buy |
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