Valeo Financial 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 | $468K | Sell |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $158K | Sell |
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|
2020
Q3 | $140K | Buy |
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|
2020
Q2 | $127K | Sell |
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|
2020
Q1 | $120K | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $159K | Buy |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $122K | Sell |
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|
2018
Q3 | $169K | Buy |
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|
2018
Q2 | $142K | Buy |
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|
2018
Q1 | $118K | Buy |
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|
2017
Q4 | $87K | Buy |
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|
2017
Q3 | $10K | Buy |
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