Vivaldi Capital 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 | $4.93M | Sell |
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|
2025
Q1 | $4.54M | Sell |
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|
2024
Q4 | $5.01M | Sell |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | $4.37M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $3.95M | Sell |
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|
2023
Q1 | $3.76M | Sell |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $3.37M | Sell |
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|
2022
Q1 | $3.59M | Sell |
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|
2021
Q4 | $4.36M | Sell |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.64M | Sell |
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|
2021
Q1 | $4.63M | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $4.17M | Sell |
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|
2020
Q2 | $4.42M | Sell |
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|
2020
Q1 | $5.86M | Buy |
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