Wealth Architects’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 | $1.42M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $946K | Buy |
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|
2022
Q2 | $988K | Buy |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $371K | Buy |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $233K | Buy |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | $226K | Sell |
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|
2017
Q1 | $248K | Buy |
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|
2016
Q4 | $234K | Buy |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $212K | Sell |
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|
2015
Q3 | $201K | Buy |
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|
2015
Q2 | $212K | Buy |
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|
2015
Q1 | $212K | Sell |
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|
2014
Q4 | $223K | Buy |
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