Washburn 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 | $582K | Sell |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $683K | Sell |
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|
2021
Q4 | $757K | Hold |
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|
2021
Q3 | $696K | Buy |
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|
2021
Q2 | $662K | Sell |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $798K | Sell |
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|
2020
Q3 | $742K | Sell |
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|
2020
Q2 | $1.17M | Buy |
|