de Planning Alternatives 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 4.17 M | Vender |
144,057
-13,914
| -9% | -USD 390 k | 0.45% | 19 |
|
|
2026
Q1 | USD 3.97 M | Vender |
157,971
-1,146
| -0.7% | -USD 30.1 k | 0.51% | 18 |
|
|
2025
Q4 | USD 4.17 M | Vender |
159,117
-2,865
| -2% | -USD 74.6 k | 0.53% | 17 |
|
|
2025
Q3 | USD 4.16 M | Vender |
161,982
-5,406
| -3% | -USD 134 k | 0.53% | 17 |
|
|
2025
Q2 | USD 3.99 M | Comprar |
167,388
+19,238
| +13% | +USD 424 k | 0.56% | 15 |
|
|
2025
Q1 | USD 3.19 M | Vender |
148,150
-3,183
| -2% | -USD 72.4 k | 0.49% | 17 |
|
|
2024
Q4 | USD 3.44 M | Vender |
151,333
-22,874
| -13% | -USD 522 k | 0.53% | 15 |
|
|
2024
Q3 | USD 3.86 M | Vender |
174,207
-540
| -0.3% | -USD 11.5 k | 0.59% | 14 |
|
|
2024
Q2 | USD 3.66 M | Vender |
174,747
-300
| -0.2% | -USD 6.08 k | 0.59% | 14 |
|
|
2024
Q1 | USD 3.56 M | Vender |
175,047
-3,801
| -2% | -USD 73.6 k | 0.59% | 14 |
|
|
2023
Q4 | USD 3.32 M | Vender |
178,848
-24,846
| -12% | -USD 429 k | 0.58% | 15 |
|
|
2023
Q3 | USD 3.38 M | Vender |
203,694
-4,410
| -2% | -USD 76.3 k | 0.66% | 15 |
|
|
2023
Q2 | USD 3.59 M | Vender |
208,104
-45,462
| -18% | -USD 741 k | 0.66% | 15 |
|
|
2023
Q1 | USD 4.04 M | Vender |
253,566
-6,039
| -2% | -USD 94.4 k | 0.79% | 15 |
|
|
2022
Q4 | USD 3.88 M | Vender |
259,605
-30,648
| -11% | -USD 461 k | 0.71% | 16 |
|
|
2022
Q3 | USD 4.06 M | Mantener |
290,253
| – | – | 0.85% | 14 |
|
|
2022
Q2 | USD 4.28 M | Vender |
290,253
-37,425
| -11% | -USD 601 k | 0.81% | 16 |
|
|
2022
Q1 | USD 5.83 M | Vender |
327,678
-5,226
| -2% | -USD 91.7 k | 0.93% | 16 |
|
|
2021
Q4 | USD 6.27 M | Vender |
332,904
-15,654
| -4% | -USD 288 k | 0.97% | 15 |
|
|
2021
Q3 | USD 6.03 M | Vender |
348,558
-23,838
| -6% | -USD 424 k | 0.99% | 15 |
|
|
2021
Q2 | USD 6.47 M | Vender |
372,396
-40,182
| -10% | -USD 680 k | 1.06% | 14 |
|
|
2021
Q1 | USD 6.65 M | Vender |
412,578
-113,736
| -22% | -USD 1.79 M | 1.11% | 14 |
|
|
2020
Q4 | USD 7.98 M | Vender |
526,314
-67,056
| -11% | -USD 955 k | 1.42% | 13 |
|
|
2020
Q3 | USD 7.88 M | Vender |
593,370
-137,442
| -19% | -USD 1.81 M | 1.48% | 13 |
|
|
2020
Q2 | USD 8.95 M | Vender |
730,812
-473,568
| -39% | -USD 5.46 M | 1.81% | 14 |
|
|
2020
Q1 | USD 12.1 M | Vender |
1,204,380
-230,310
| -16% | -USD 2.79 M | 2.82% | 11 |
|
|
2019
Q4 | USD 18.4 M | Vender |
1,434,690
-148,428
| -9% | -USD 1.82 M | 3.21% | 10 |
|
|
2019
Q3 | USD 18.7 M | Vender |
1,583,118
-21,084
| -1% | -USD 249 k | 3.43% | 10 |
|
|
2019
Q2 | USD 18.9 M | Vender |
1,604,202
-101,538
| -6% | -USD 1.17 M | 3.44% | 9 |
|
|
2019
Q1 | USD 19.3 M | Vender |
1,705,740
-970,572
| -36% | -USD 10.6 M | 3.54% | 9 |
|
|
2018
Q4 | USD 26.7 M | Vender |
2,676,312
-999,024
| -27% | -USD 10.8 M | 5.58% | 6 |
|
|
2018
Q3 | USD 43.1 M | Vender |
3,675,336
-91,566
| -2% | -USD 1.06 M | 7.37% | 4 |
|
|
2018
Q2 | USD 41.4 M | Vender |
3,766,902
-477,114
| -11% | -USD 5.22 M | 7.37% | 4 |
|
|
2018
Q1 | USD 45.1 M | Vender |
4,244,016
-69,120
| -2% | -USD 759 k | 8.2% | 4 |
|
|
2017
Q4 | USD 46.4 M | Vender |
4,313,136
-72,618
| -2% | -USD 761 k | 8.28% | 4 |
|
|
2017
Q3 | USD 44.5 M | Vender |
4,385,754
-70,578
| -2% | -USD 701 k | 8.28% | 3 |
|
|
2017
Q2 | USD 43.4 M | Vender |
4,456,332
-98,802
| -2% | -USD 954 k | 8.29% | 3 |
|
|
2017
Q1 | USD 43.3 M | Vender |
4,555,134
-208,704
| -4% | -USD 1.96 M | 8.4% | 3 |
|
|
2016
Q4 | USD 43 M | Vender |
4,763,838
-98,208
| -2% | -USD 865 k | 8.88% | 3 |
|
|
2016
Q3 | USD 42.4 M | Vender |
4,862,046
-139,254
| -3% | -USD 1.21 M | 9.08% | 3 |
|
|
2016
Q2 | USD 41.9 M | Vender |
5,001,300
-171,186
| -3% | -USD 1.42 M | 9.13% | 3 |
|
|
2016
Q1 | USD 42.5 M | Vender |
5,172,486
-2,904,348
| -36% | -USD 22.6 M | 9.39% | 3 |
|
|
2015
Q4 | USD 66 M | Vender |
8,076,834
-363,246
| -4% | -USD 3 M | 15.35% | 1 |
|
|
2015
Q3 | USD 65.2 M | Vender |
8,440,080
-1,309,050
| -13% | -USD 10.8 M | 16.02% | 1 |
|
|
2015
Q2 | USD 81.6 M | Vender |
9,749,130
-394,788
| -4% | -USD 3.37 M | 17.21% | 1 |
|
|
2015
Q1 | USD 85.3 M | Vender |
10,143,918
-312,528
| -3% | -USD 2.61 M | 19.36% | 1 |
|
|
2014
Q4 | USD 86.8 M | Vender |
10,456,446
-199,920
| -2% | -USD 1.62 M | 18.64% | 1 |
|
|
2014
Q3 | USD 84.5 M | Vender |
10,656,366
-210,252
| -2% | -USD 1.68 M | 20.77% | 1 |
|
|
2014
Q2 | USD 86.4 M | Vender |
10,866,618
-431,094
| -4% | -USD 3.32 M | 21.36% | 1 |
|
|
2014
Q1 | USD 86.1 M | Vender |
11,297,712
-541,974
| -5% | -USD 4.05 M | 25.2% | 1 |
|
|
2013
Q4 | USD 88.7 M | Comprar |
11,839,686
+429,156
| +4% | +USD 3.09 M | 27.04% | 1 |
|
|
2013
Q3 | USD 78.1 M | Comprar |
11,410,530
+2,549,838
| +29% | +USD 17.3 M | 36.32% | 1 |
|
|
2013
Q2 | USD 57.5 M | Comprar |
+8,860,692
| Nuevas | +USD 57.5 M | 32.85% | 1 |
|
Otros fondos que tienen SCHB en su cartera
Posición de Planning Alternatives en SCHB: resumen de T2 2026
Planning Alternatives redujo su participación en Schwab US Broad Market ETF (SCHB) en 8.8% durante T2 2026, al vender acciones por un valor estimado de USD 390 k, y conservó 144,057 acciones valuadas en USD 4.17 M. La posición representa 0.45% de la cartera y ocupa el puesto #19.
Planning Alternatives reportó por primera vez una posición en SCHB en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 88.7 M en T4 2013. Al cierre de T2 2026, 1,397 fondos que sigue Wall St. Rank mantienen una posición en SCHB.
- Al cierre de T2 2026, Planning Alternatives tenía 144,057 acciones de Schwab US Broad Market ETF con un valor de USD 4.17 M.
- Planning Alternatives vendió 13,914 acciones de Schwab US Broad Market ETF en T2 2026, por un valor estimado de USD 390 k.
- Schwab US Broad Market ETF representó 0.45% de la cartera de Planning Alternatives en T2 2026 y fue su posición número 19.
- Planning Alternatives reportó por primera vez una posición en Schwab US Broad Market ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Planning Alternatives en Schwab US Broad Market ETF alcanzó su máximo de USD 88.7 M en T4 2013.
- 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 Planning Alternatives correspondiente a T2 2026, presentado el 12 ago 2026.