Wade Financial Advisory’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
Q1 | $5.4M | Sell |
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|
2024
Q4 | $6M | Sell |
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|
2024
Q3 | $5.88M | Buy |
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|
2024
Q2 | $5.56M | Sell |
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|
2024
Q1 | $5.4M | Buy |
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|
2023
Q4 | $4.91M | Sell |
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|
2023
Q3 | $4.47M | Sell |
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|
2023
Q2 | $4.69M | Sell |
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|
2023
Q1 | $4.35M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $3.12M | Sell |
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|
2021
Q3 | $2.87M | Sell |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.81M | Sell |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $3.26M | Buy |
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|
2019
Q4 | $2.29M | Buy |
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