Ullmann Wealth Partners Group’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 | $1.41M | Hold |
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|
2025
Q2 | $1.31M | Hold |
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|
2025
Q1 | $1.18M | Hold |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $1.15M | Hold |
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|
2024
Q1 | $1.12M | Hold |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $914K | Buy |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $877K | Buy |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q3 | $770K | Buy |
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|
2022
Q2 | $810K | Hold |
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|
2022
Q1 | $979K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $952K | Buy |
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|
2021
Q2 | $875K | Hold |
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|
2021
Q1 | $811K | Buy |
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