TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $18.2M | Sell |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $16.8M | Buy |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $12.5M | Buy |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $10.8M | Sell |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $14M | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $13.8M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $10.4M | Sell |
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|
2020
Q2 | $10.7M | Sell |
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|
2020
Q1 | $8.87M | Buy |
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|
2019
Q4 | $11.3M | Sell |
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|
2019
Q3 | $10.8M | Buy |
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