Trust Company of Vermont’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
54,678
| – | – | 0.06% | 170 |
|
|
2025
Q1 | $1.18M | Hold |
54,678
| – | – | 0.06% | 175 |
|
|
2024
Q4 | $1.24M | Buy |
54,678
+46,833
| +597% | +$1.06M | 0.06% | 174 |
|
|
2024
Q3 | $174K | Buy |
7,845
+210
| +3% | +$4.66K | 0.01% | 348 |
|
|
2024
Q2 | $160K | Buy |
7,635
+3,996
| +110% | +$83.7K | 0.01% | 341 |
|
|
2024
Q1 | $74.1K | Buy |
+3,639
| New | +$74.1K | ﹤0.01% | 434 |
|
|
2023
Q4 | – | Sell |
-165
| Closed | -$2.74K | – | 884 |
|
|
2023
Q3 | $2.74K | Buy |
+165
| New | +$2.74K | ﹤0.01% | 745 |
|
|
2022
Q4 | – | Sell |
-1,056
| Closed | -$15K | – | 963 |
|
|
2022
Q3 | $15K | Buy |
+1,056
| New | +$15K | ﹤0.01% | 647 |
|
|
2020
Q3 | – | Sell |
-390
| Closed | -$5K | – | 782 |
|
|
2020
Q2 | $5K | Sell |
390
-246
| -39% | -$3.15K | ﹤0.01% | 692 |
|
|
2020
Q1 | $6K | Sell |
636
-384
| -38% | -$3.62K | ﹤0.01% | 729 |
|
|
2019
Q4 | $13K | Sell |
1,020
-150
| -13% | -$1.91K | ﹤0.01% | 679 |
|
|
2019
Q3 | $14K | Hold |
1,170
| – | – | ﹤0.01% | 693 |
|
|
2019
Q2 | $14K | Hold |
1,170
| – | – | ﹤0.01% | 698 |
|
|
2019
Q1 | $13K | Hold |
1,170
| – | – | ﹤0.01% | 676 |
|
|
2018
Q4 | $12K | Hold |
1,170
| – | – | ﹤0.01% | 708 |
|
|
2018
Q3 | $14K | Hold |
1,170
| – | – | ﹤0.01% | 751 |
|
|
2018
Q2 | $13K | Hold |
1,170
| – | – | ﹤0.01% | 778 |
|
|
2018
Q1 | $12K | Hold |
1,170
| – | – | ﹤0.01% | 732 |
|
|
2017
Q4 | $13K | Buy |
+1,170
| New | +$13K | ﹤0.01% | 725 |
|