Your Advocates Ltd’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 | $465K | Buy |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $387K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $228K | Buy |
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