West Financial Advisors’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 | $473K | Sell |
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|
2025
Q2 | $458K | Sell |
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|
2025
Q1 | $563K | Hold |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $569K | Buy |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $842K | Buy |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $510K | Buy |
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