Waterloo Capital’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 | $1.03M | Buy |
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|
2025
Q2 | $953K | Sell |
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2025
Q1 | $882K | Sell |
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|
2024
Q4 | $945K | Sell |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $924K | Sell |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $973K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2020
Q1 | $993K | Buy |
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