TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Sell |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $9.99M | Buy |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $9.92M | Sell |
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|
2024
Q2 | $9.39M | Sell |
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|
2024
Q1 | $9.14M | Buy |
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|
2023
Q4 | $8.2M | Buy |
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|
2023
Q3 | $6.29M | Buy |
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|
2023
Q2 | $6.51M | Buy |
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|
2023
Q1 | $5.85M | Buy |
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|
2022
Q4 | $5.37M | Buy |
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|
2022
Q3 | $4.98M | Sell |
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|
2022
Q2 | $5.4M | Buy |
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|
2022
Q1 | $6.24M | Buy |
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|
2021
Q4 | $5.84M | Sell |
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|
2021
Q3 | $5.38M | Buy |
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|
2021
Q2 | $5.3M | Buy |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $3.89M | Buy |
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