WhitTier Trust Company’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 | $296K | Hold |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $322K | Hold |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $188K | Hold |
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|
2020
Q1 | $155K | Hold |
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|
2019
Q4 | $197K | Buy |
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