Walkner Condon Financial Advisors’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
Q3 | $613K | Hold |
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|
2025
Q2 | $568K | Buy |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $281K | Buy |
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