Worth Asset 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 | $345K | Sell |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $27.8K | Sell |
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|
2022
Q4 | $31.4K | Buy |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $27K | Buy |
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