Wilson & Boucher Capital Management’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 | $6.68M | Sell |
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|
2025
Q2 | $6.28M | Buy |
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|
2025
Q1 | $5.57M | Sell |
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|
2024
Q4 | $6.43M | Buy |
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|
2024
Q3 | $6.26M | Buy |
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|
2024
Q2 | $5.88M | Buy |
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|
2024
Q1 | $5.42M | Buy |
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|
2023
Q4 | $4.82M | Buy |
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|
2023
Q3 | $4.26M | Buy |
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|
2023
Q2 | $4.35M | Sell |
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|
2023
Q1 | $4.03M | Sell |
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|
2022
Q4 | $3.84M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $4.32M | Buy |
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|
2021
Q4 | $4.41M | Buy |
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