U.S. Capital Wealth 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 | $356K | Sell |
|
|||||
|
2025
Q2 | $331K | Sell |
|
|||||
|
2025
Q1 | $366K | Buy |
|
|||||
|
2024
Q4 | $317K | Buy |
|
|||||
|
2024
Q3 | $253K | Hold |
|
|||||
|
2024
Q2 | $239K | Sell |
|
|||||
|
2024
Q1 | $810K | Buy |
|
|||||
|
2023
Q4 | $738K | Hold |
|
|||||
|
2023
Q3 | $661K | Sell |
|
|||||
|
2023
Q2 | $709K | Sell |
|
|||||
|
2023
Q1 | $666K | Hold |
|
|||||
|
2022
Q4 | $623K | Sell |
|
|||||
|
2022
Q3 | $589K | Sell |
|
|||||
|
2022
Q2 | $640K | Buy |
|
|||||
|
2022
Q1 | $721K | Sell |
|
|||||
|
2021
Q4 | $779K | Buy |
|
|||||
|
2021
Q3 | $251K | Buy |
|