de Evensky & Katz Schwab US Broad Market ETF SCHB Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 231 M | Vender |
7,987,057
-178,442
| -2% | -USD 5 M | 11.95% | 2 |
|
|
2026
Q1 | USD 205 M | Vender |
8,165,499
-115,344
| -1% | -USD 3.03 M | 11.66% | 3 |
|
|
2025
Q4 | USD 217 M | Vender |
8,280,843
-212,118
| -2% | -USD 5.52 M | 12.25% | 2 |
|
|
2025
Q3 | USD 218 M | Vender |
8,492,961
-287,371
| -3% | -USD 7.11 M | 12.67% | 1 |
|
|
2025
Q2 | USD 209 M | Vender |
8,780,332
-240,407
| -3% | -USD 5.3 M | 12.78% | 1 |
|
|
2025
Q1 | USD 194 M | Vender |
9,020,739
-304,374
| -3% | -USD 6.92 M | 13.03% | 1 |
|
|
2024
Q4 | USD 212 M | Vender |
9,325,113
-397,803
| -4% | -USD 9.09 M | 13.85% | 1 |
|
|
2024
Q3 | USD 216 M | Vender |
9,722,916
-185,634
| -2% | -USD 3.96 M | 14.04% | 1 |
|
|
2024
Q2 | USD 208 M | Vender |
9,908,550
-276,495
| -3% | -USD 5.6 M | 14.46% | 1 |
|
|
2024
Q1 | USD 207 M | Vender |
10,185,045
-416,910
| -4% | -USD 8.07 M | 14.63% | 1 |
|
|
2023
Q4 | USD 197 M | Vender |
10,601,955
-85,962
| -0.8% | -USD 1.48 M | 14.8% | 1 |
|
|
2023
Q3 | USD 178 M | Vender |
10,687,917
-621,711
| -5% | -USD 10.8 M | 15.17% | 1 |
|
|
2023
Q2 | USD 195 M | Vender |
11,309,628
-456,735
| -4% | -USD 7.45 M | 14.78% | 1 |
|
|
2023
Q1 | USD 188 M | Vender |
11,766,363
-1,290
| -0% | -USD 20.2 k | 15.15% | 1 |
|
|
2022
Q4 | USD 176 M | Vender |
11,767,653
-85,710
| -0.7% | -USD 1.29 M | 15.85% | 1 |
|
|
2022
Q3 | USD 166 M | Vender |
11,853,363
-79,113
| -0.7% | -USD 1.23 M | 19.64% | 1 |
|
|
2022
Q2 | USD 176 M | Vender |
11,932,476
-88,374
| -0.7% | -USD 1.42 M | 20.07% | 1 |
|
|
2022
Q1 | USD 214 M | Comprar |
12,020,850
+11,034
| +0.1% | +USD 194 k | 21.15% | 1 |
|
|
2021
Q4 | USD 226 M | Vender |
12,009,816
-326,484
| -3% | -USD 6.01 M | 21.79% | 1 |
|
|
2021
Q3 | USD 214 M | Vender |
12,336,300
-561,678
| -4% | -USD 10 M | 22.31% | 1 |
|
|
2021
Q2 | USD 224 M | Vender |
12,897,978
-334,578
| -3% | -USD 5.66 M | 22.86% | 1 |
|
|
2021
Q1 | USD 213 M | Vender |
13,232,556
-910,830
| -6% | -USD 14.4 M | 23.58% | 1 |
|
|
2020
Q4 | USD 214 M | Vender |
14,143,386
-363,876
| -3% | -USD 5.18 M | 26.53% | 1 |
|
|
2020
Q3 | USD 193 M | Vender |
14,507,262
-852,780
| -6% | -USD 11.2 M | 26.1% | 1 |
|
|
2020
Q2 | USD 188 M | Vender |
15,360,042
-503,040
| -3% | -USD 5.8 M | 27.15% | 1 |
|
|
2020
Q1 | USD 160 M | Vender |
15,863,082
-140,802
| -0.9% | -USD 1.7 M | 25.11% | 1 |
|
|
2019
Q4 | USD 205 M | Vender |
16,003,884
-788,442
| -5% | -USD 9.7 M | 28.49% | 1 |
|
|
2019
Q3 | USD 199 M | Vender |
16,792,326
-58,050
| -0.3% | -USD 686 k | 27.14% | 1 |
|
|
2019
Q2 | USD 198 M | Comprar |
16,850,376
+307,002
| +2% | +USD 3.55 M | 27.41% | 1 |
|
|
2019
Q1 | USD 188 M | Comprar |
16,543,374
+641,430
| +4% | +USD 7 M | 26.25% | 1 |
|
|
2018
Q4 | USD 159 M | Vender |
15,901,944
-134,970
| -0.8% | -USD 1.46 M | 26.43% | 1 |
|
|
2018
Q3 | USD 188 M | Comprar |
16,036,914
+103,920
| +0.7% | +USD 1.2 M | 27.83% | 1 |
|
|
2018
Q2 | USD 175 M | Comprar |
15,932,994
+559,938
| +4% | +USD 6.12 M | 30.7% | 1 |
|
|
2018
Q1 | USD 163 M | Comprar |
15,373,056
+100,842
| +0.7% | +USD 1.11 M | 28.19% | 1 |
|
|
2017
Q4 | USD 164 M | Comprar |
15,272,214
+182,058
| +1% | +USD 1.91 M | 26.99% | 1 |
|
|
2017
Q3 | USD 153 M | Comprar |
15,090,156
+108,150
| +0.7% | +USD 1.07 M | 26.44% | 1 |
|
|
2017
Q2 | USD 146 M | Comprar |
14,982,006
+999,972
| +7% | +USD 9.7 M | 26.14% | 1 |
|
|
2017
Q1 | USD 133 M | Comprar |
13,982,034
+1,266,864
| +10% | +USD 11.9 M | 24.44% | 1 |
|
|
2016
Q4 | USD 115 M | Comprar |
12,715,170
+549,078
| +5% | +USD 4.84 M | 22.01% | 2 |
|
|
2016
Q3 | USD 106 M | Comprar |
12,166,092
+4,173,336
| +52% | +USD 36.2 M | 21.12% | 2 |
|
|
2016
Q2 | USD 67 M | Comprar |
7,992,756
+884,238
| +12% | +USD 7.34 M | 14.82% | 2 |
|
|
2016
Q1 | USD 58.4 M | Comprar |
7,108,518
+1,022,670
| +17% | +USD 7.95 M | 13.65% | 2 |
|
|
2015
Q4 | USD 49.7 M | Comprar |
6,085,848
+990,960
| +19% | +USD 8.17 M | 11.91% | 2 |
|
|
2015
Q3 | USD 39.4 M | Comprar |
5,094,888
+1,147,890
| +29% | +USD 9.43 M | 10.83% | 2 |
|
|
2015
Q2 | USD 33 M | Comprar |
3,946,998
+1,076,472
| +38% | +USD 9.2 M | 8.69% | 2 |
|
|
2015
Q1 | USD 24.2 M | Comprar |
2,870,526
+690,522
| +32% | +USD 5.77 M | 6.51% | 3 |
|
|
2014
Q4 | USD 18.1 M | Comprar |
2,180,004
+1,962,012
| +900% | +USD 15.9 M | 5.39% | 3 |
|
|
2014
Q3 | USD 1.81 M | Comprar |
217,992
+124,158
| +132% | +USD 993 k | 0.55% | 20 |
|
|
2014
Q2 | USD 746 k | Comprar |
93,834
+10,122
| +12% | +USD 78.1 k | 0.28% | 12 |
|
|
2014
Q1 | USD 637 k | Comprar |
83,712
+6,942
| +9% | +USD 51.9 k | 0.25% | 13 |
|
|
2013
Q4 | USD 575 k | Comprar |
76,770
+4,062
| +6% | +USD 29.2 k | 0.22% | 13 |
|
|
2013
Q3 | USD 497 k | Comprar |
72,708
+6,156
| +9% | +USD 41.8 k | 0.21% | 13 |
|
|
2013
Q2 | USD 431 k | Comprar |
+66,552
| Nuevas | +USD 432 k | 0.19% | 16 |
|
Otros fondos que tienen SCHB en su cartera
Posición de Evensky & Katz en SCHB: resumen de T2 2026
Evensky & Katz redujo su participación en Schwab US Broad Market ETF (SCHB) en 2.2% durante T2 2026, al vender acciones por un valor estimado de USD 5 M, y conservó 7,987,057 acciones valuadas en USD 231 M. La posición representa 11.95% de la cartera y ocupa el puesto #2.
Evensky & Katz reportó por primera vez una posición en SCHB en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,397 fondos que sigue Wall St. Rank mantienen una posición en SCHB.
- Al cierre de T2 2026, Evensky & Katz tenía 7,987,057 acciones de Schwab US Broad Market ETF con un valor de USD 231 M.
- Evensky & Katz vendió 178,442 acciones de Schwab US Broad Market ETF en T2 2026, por un valor estimado de USD 5 M.
- Schwab US Broad Market ETF representó 11.95% de la cartera de Evensky & Katz en T2 2026 y fue su posición número 2.
- Evensky & Katz reportó por primera vez una posición en Schwab US Broad Market ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,397 fondos que sigue Wall St. Rank tenían Schwab US Broad Market ETF en cartera.
Según el Informe 13F de Evensky & Katz correspondiente a T2 2026, presentado el 22 jul 2026.