Zhang Financial’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
Q2 | $13.5M | Buy |
|
|||||
|
2025
Q1 | $10.6M | Buy |
|
|||||
|
2024
Q4 | $9.99M | Sell |
|
|||||
|
2024
Q3 | $9.94M | Sell |
|
|||||
|
2024
Q2 | $9.62M | Buy |
|
|||||
|
2024
Q1 | $9.3M | Sell |
|
|||||
|
2023
Q4 | $8.57M | Buy |
|
|||||
|
2023
Q3 | $7.32M | Buy |
|
|||||
|
2023
Q2 | $7.43M | Sell |
|
|||||
|
2023
Q1 | $7.48M | Sell |
|
|||||
|
2022
Q4 | $7.08M | Buy |
|
|||||
|
2022
Q3 | $6.62M | Buy |
|
|||||
|
2022
Q2 | $6.39M | Buy |
|
|||||
|
2022
Q1 | $7.4M | Buy |
|
|||||
|
2021
Q4 | $5.86M | Buy |
|
|||||
|
2021
Q3 | $3.82M | Buy |
|
|||||
|
2021
Q2 | $3.71M | Sell |
|
|||||
|
2021
Q1 | $3.62M | Buy |
|
|||||
|
2020
Q4 | $3.28M | Sell |
|
|||||
|
2020
Q3 | $3.03M | Sell |
|
|||||
|
2020
Q2 | $2.95M | Sell |
|
|||||
|
2020
Q1 | $2.67M | Buy |
|
|||||
|
2019
Q4 | $3.29M | Sell |
|
|||||
|
2019
Q3 | $3.18M | Sell |
|
|||||
|
2019
Q2 | $3.27M | Sell |
|
|||||
|
2019
Q1 | $3.34M | Buy |
|
|||||
|
2018
Q4 | $2.51M | Buy |
|