Advisors Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisors Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Sell
2025 Q2	$303K	Buy
2025 Q1	$264K	Sell
2024 Q4	$308K	Hold
2024 Q3	$301K	Hold
2024 Q2	$284K	Hold
2024 Q1	$276K	Sell
2023 Q4	$260K	Buy