Van Hulzen Asset Management’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 | $303K | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $186K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $683K | Sell |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $723K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $211K | Buy |
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