Advisors Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
12,718
+474
| +4% | +$11.3K | ﹤0.01% | 447 |
|
|
2025
Q1 | $264K | Sell |
12,244
-1,325
| -10% | -$28.5K | ﹤0.01% | 453 |
|
|
2024
Q4 | $308K | Hold |
13,569
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $301K | Hold |
13,569
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $284K | Hold |
13,569
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $276K | Sell |
13,569
-450
| -3% | -$9.15K | 0.01% | 426 |
|
|
2023
Q4 | $260K | Buy |
+14,019
| New | +$260K | 0.01% | 421 |
|