Twele Capital 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 | $730K | Sell |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $627K | Buy |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $844K | Sell |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $606K | Buy |
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|
2019
Q4 | $737K | Sell |
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|
2019
Q3 | $732K | Buy |
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|
2019
Q2 | $694K | Buy |
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|
2019
Q1 | $660K | Sell |
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|
2018
Q4 | $624K | Buy |
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|
2018
Q3 | $724K | Sell |
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|
2018
Q2 | $685K | Buy |
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|
2018
Q1 | $610K | Hold |
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|
2017
Q4 | $617K | Buy |
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|
2017
Q3 | $444K | Hold |
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|
2017
Q2 | $426K | Buy |
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|
2017
Q1 | $386K | Buy |
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|
2016
Q4 | $359K | Hold |
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|
2016
Q3 | $346K | Buy |
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|
2016
Q2 | $293K | Buy |
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|
2016
Q1 | $256K | Sell |
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|
2015
Q4 | $294K | Buy |
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|
2015
Q3 | $275K | Buy |
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|
2015
Q2 | $236K | Buy |
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|
2015
Q1 | $220K | Buy |
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