WBH 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
Q2 | $48.3M | Sell |
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|
2025
Q1 | $45.8M | Buy |
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|
2024
Q4 | $46.3M | Buy |
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|
2024
Q3 | $43.7M | Buy |
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|
2024
Q2 | $40.1M | Buy |
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|
2024
Q1 | $36.6M | Buy |
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|
2023
Q4 | $31M | Buy |
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|
2023
Q3 | $27M | Buy |
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|
2023
Q2 | $27.5M | Buy |
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|
2023
Q1 | $25.2M | Buy |
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|
2022
Q3 | $20.8M | Buy |
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|
2022
Q2 | $21.2M | Buy |
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|
2022
Q1 | $23.3M | Sell |
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|
2021
Q4 | $27.9M | Buy |
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|
2021
Q3 | $25.1M | Sell |
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|
2021
Q2 | $25.8M | Buy |
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|
2021
Q1 | $23.3M | Sell |
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|
2020
Q4 | $22.9M | Sell |
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|
2020
Q3 | $19.5M | Buy |
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|
2020
Q2 | $17.8M | Buy |
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|
2020
Q1 | $14.3K | Sell |
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|
2019
Q4 | $18.6M | Buy |
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|
2019
Q3 | $16.2M | Buy |
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|
2019
Q2 | $15M | Buy |
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|
2019
Q1 | $14.4M | Buy |
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|
2018
Q4 | $11.4K | Buy |
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|
2018
Q3 | $12.2M | Buy |
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|
2018
Q2 | $10.8M | Buy |
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|
2018
Q1 | $10.2M | Buy |
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|
2017
Q4 | $9.94M | Buy |
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|
2017
Q3 | $9.1M | Buy |
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|
2017
Q2 | $8.52M | Sell |
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|
2017
Q1 | $8.41M | Buy |
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|
2016
Q4 | $6.26M | Buy |
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|
2016
Q3 | $5.64M | Buy |
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|
2016
Q2 | $5.32M | Buy |
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|
2016
Q1 | $5.11M | Buy |
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|
2015
Q4 | $3.21K | Buy |
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|
2015
Q3 | $2.75M | Buy |
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|
2015
Q2 | $2.88M | Buy |
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|
2015
Q1 | $2.65K | Buy |
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|
2014
Q4 | $2.39M | Buy |
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|
2014
Q3 | $2.06M | Buy |
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|
2014
Q2 | $1.95M | Buy |
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|
2014
Q1 | $1.7M | Buy |
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|
2013
Q4 | $1.42M | Buy |
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|
2013
Q3 | $1.28M | Buy |
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|
2013
Q2 | $753K | Buy |
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