West Paces 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
Q2 | $3.01M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.12M | Hold |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.7M | Sell |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $1.95M | Sell |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.77M | Hold |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | $648K | Buy |
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|
2018
Q2 | $280K | Buy |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $289K | Hold |
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|
2017
Q3 | $273K | Sell |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $278K | Sell |
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|
2016
Q4 | $302K | Buy |
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