VIA
Vickerman Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
18,867
+56
| +0.3% | +$1.33K | 0.1% | 64 |
|
|
2025
Q1 | $405K | Buy |
18,811
+107
| +0.6% | +$2.3K | 0.09% | 68 |
|
|
2024
Q4 | $425K | Buy |
18,704
+12,610
| +207% | +$286K | 0.12% | 57 |
|
|
2024
Q3 | $405K | Buy |
6,094
+38
| +0.6% | +$2.53K | 0.12% | 56 |
|
|
2024
Q2 | $381K | Hold |
6,056
| – | – | 0.12% | 56 |
|
|
2024
Q1 | $370K | Buy |
6,056
+63
| +1% | +$3.85K | 0.12% | 57 |
|
|
2023
Q4 | $334K | Buy |
5,993
+79
| +1% | +$4.4K | 0.11% | 57 |
|
|
2023
Q3 | $295K | Buy |
5,914
+103
| +2% | +$5.14K | 0.12% | 61 |
|
|
2023
Q2 | $300K | Buy |
5,811
+16
| +0.3% | +$827 | 0.12% | 61 |
|
|
2023
Q1 | $277K | Buy |
5,795
+234
| +4% | +$11.2K | 0.11% | 64 |
|
|
2022
Q4 | $249K | Buy |
+5,561
| New | +$249K | 0.11% | 66 |
|