Whittier Trust’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 | $108K | Hold |
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|
2025
Q2 | $99.8K | Hold |
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|
2025
Q1 | $90.2K | Sell |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $85.3K | Hold |
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|
2023
Q4 | $77.8K | Hold |
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|
2023
Q3 | $69.6K | Hold |
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|
2023
Q2 | $72.2K | Hold |
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|
2023
Q1 | $66.8K | Hold |
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|
2022
Q4 | $62.6K | Hold |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $36K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Buy |
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|
2015
Q2 | $10K | Buy |
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|
2015
Q1 | $10K | Buy |
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|
2014
Q4 | $10K | Buy |
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