Valmark Advisers’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 | $6.93M | Buy |
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|
2025
Q1 | $6.22M | Sell |
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|
2024
Q4 | $6.64M | Sell |
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|
2024
Q3 | $6.65M | Buy |
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|
2024
Q2 | $6.19M | Buy |
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|
2024
Q1 | $5.92M | Buy |
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|
2023
Q4 | $5.27M | Buy |
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|
2023
Q3 | $4.59M | Buy |
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|
2023
Q2 | $4.57M | Buy |
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|
2023
Q1 | $4.18M | Sell |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.71M | Buy |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $4.09M | Buy |
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|
2021
Q2 | $4.02M | Buy |
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|
2021
Q1 | $3.69M | Buy |
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|
2020
Q4 | $3.29M | Buy |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $2.44M | Buy |
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|
2019
Q3 | $2.25M | Buy |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.7M | Buy |
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|
2018
Q2 | $1.51M | Buy |
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|
2018
Q1 | $1.35M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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