Weinberger 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 | $13.3M | Sell |
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2025
Q2 | $12.7M | Sell |
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2025
Q1 | $11.6M | Sell |
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2024
Q4 | $12.6M | Sell |
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2024
Q3 | $12.5M | Buy |
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2024
Q2 | $11.5M | Sell |
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2024
Q1 | $11.4M | Sell |
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2023
Q4 | $10.5M | Sell |
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2023
Q3 | $9.52M | Sell |
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2023
Q2 | $9.91M | Sell |
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2023
Q1 | $9.45M | Buy |
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2022
Q4 | $8.81M | Buy |
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2022
Q3 | $8.16M | Buy |
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2022
Q2 | $8.28M | Buy |
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2022
Q1 | $8.91M | Buy |
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2021
Q4 | $9.07M | Buy |
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