Weatherly Asset 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
Q3 | $490K | Sell |
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|
2025
Q2 | $571K | Sell |
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|
2025
Q1 | $569K | Hold |
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|
2024
Q4 | $600K | Hold |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $539K | Hold |
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|
2020
Q3 | $472K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $442K | Sell |
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|
2019
Q4 | $666K | Buy |
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|
2019
Q3 | $606K | Sell |
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|
2019
Q2 | $625K | Buy |
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|
2019
Q1 | $558K | Sell |
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|
2018
Q4 | $611K | Buy |
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|
2018
Q3 | $686K | Buy |
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|
2018
Q2 | $521K | Buy |
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|
2018
Q1 | $416K | Buy |
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|
2017
Q4 | $392K | Buy |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $236K | Buy |
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|
2017
Q1 | $221K | Buy |
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|
2016
Q4 | $203K | Buy |
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