Valley Forge Investment Consultants’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 | $8.4M | Sell |
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|
2025
Q2 | $7.9M | Buy |
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|
2025
Q1 | $6.99M | Sell |
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|
2024
Q4 | $7.43M | Sell |
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|
2024
Q3 | $7.43M | Sell |
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|
2024
Q2 | $8.35M | Sell |
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|
2024
Q1 | $8.11M | Buy |
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|
2023
Q4 | $7.37M | Sell |
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|
2023
Q3 | $7.38M | Sell |
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|
2023
Q2 | $7.94M | Sell |
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|
2023
Q1 | $7.45M | Sell |
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|
2022
Q4 | $7.09M | Sell |
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|
2022
Q3 | $6.69M | Buy |
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|
2022
Q2 | $7.01M | Buy |
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|
2022
Q1 | $8.46M | Sell |
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|
2021
Q4 | $9.06M | Buy |
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|
2021
Q3 | $6.64M | Buy |
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|
2021
Q2 | $5.85M | Sell |
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|
2021
Q1 | $5.68M | Sell |
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|
2020
Q4 | $5.82M | Buy |
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