ARC
Advisor Resource Council’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60,648
| Closed | -$1.2M | – | 487 |
|
|
2025
Q1 | $1.2M | Buy |
+60,648
| New | +$1.2M | 0.1% | 216 |
|
|
2024
Q1 | – | Sell |
-12,932
| Closed | -$720K | – | 458 |
|
|
2023
Q4 | $720K | Buy |
+12,932
| New | +$720K | 0.08% | 228 |
|
|
2022
Q3 | – | Sell |
-11,960
| Closed | -$529K | – | 423 |
|
|
2022
Q2 | $529K | Buy |
+11,960
| New | +$529K | 0.05% | 278 |
|
|
2022
Q1 | – | Sell |
-5,980
| Closed | -$676K | – | 465 |
|
|
2021
Q4 | $676K | Buy |
+5,980
| New | +$676K | 0.05% | 287 |
|
|
2021
Q3 | – | Sell |
-5,980
| Closed | -$624K | – | 424 |
|
|
2021
Q2 | $624K | Buy |
+5,980
| New | +$624K | 0.07% | 274 |
|