Valicenti Advisory Services’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
Q2 | $14.2M | Buy |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $9.35M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $6.15M | Buy |
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|
2022
Q4 | $5.06M | Sell |
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|
2022
Q3 | $4.75M | Sell |
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|
2022
Q2 | $5.07M | Buy |
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|
2022
Q1 | $5.95M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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