WFA of San Diego’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 | $1.83M | Buy |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.11M | Buy |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.15M | Sell |
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|
2022
Q1 | $4.39M | Sell |
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|
2021
Q4 | $4.72M | Sell |
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|
2021
Q3 | $4.42M | Sell |
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|
2021
Q2 | $4.75M | Sell |
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|
2021
Q1 | $4.48M | Sell |
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|
2020
Q4 | $90 | Sell |
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|
2020
Q3 | $4.24M | Sell |
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|
2020
Q2 | $3.98M | Buy |
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