Advisory Services Network’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Buy |
62,672
+1,727
| +3% | +$45.3K | 0.02% | 741 |
|
|
2025
Q4 | $1.6M | Sell |
60,945
-1,151
| -2% | -$30K | 0.02% | 694 |
|
|
2025
Q3 | $1.6M | Buy |
62,096
+2,067
| +3% | +$51.2K | 0.02% | 671 |
|
|
2025
Q2 | $1.46M | Buy |
60,029
+1,046
| +2% | +$23K | 0.02% | 673 |
|
|
2025
Q1 | $1.27M | Sell |
58,983
-18,039
| -23% | -$410K | 0.02% | 675 |
|
|
2024
Q4 | $1.75M | Sell |
77,022
-5,013
| -6% | -$114K | 0.03% | 538 |
|
|
2024
Q3 | $1.72M | Hold |
82,035
| – | – | 0.04% | 518 |
|
|
2024
Q2 | $1.72M | Sell |
82,035
-2,859
| -3% | -$57.9K | 0.04% | 518 |
|
|
2024
Q1 | $1.73M | Buy |
84,894
+93
| +0.1% | +$1.8K | 0.04% | 497 |
|
|
2023
Q4 | $1.57M | Sell |
84,801
-2,628
| -3% | -$45.4K | 0.04% | 499 |
|
|
2023
Q3 | $1.45M | Buy |
87,429
+19,533
| +29% | +$338K | 0.04% | 515 |
|
|
2023
Q2 | $1.17M | Sell |
67,896
-3,810
| -5% | -$62.1K | 0.03% | 565 |
|
|
2023
Q1 | $1.14M | Sell |
71,706
-7,956
| -10% | -$124K | 0.03% | 573 |
|
|
2022
Q4 | $1.19M | Sell |
79,662
-10,161
| -11% | -$153K | 0.04% | 537 |
|
|
2022
Q3 | $1.26M | Buy |
89,823
+18,198
| +25% | +$283K | 0.04% | 472 |
|
|
2022
Q2 | $1.05M | Sell |
71,625
-1,416
| -2% | -$22.7K | 0.04% | 544 |
|
|
2022
Q1 | $1.3M | Sell |
73,041
-6,513
| -8% | -$114K | 0.04% | 541 |
|
|
2021
Q4 | $1.5M | Sell |
79,554
-372
| -0.5% | -$6.84K | 0.04% | 487 |
|
|
2021
Q3 | $1.38M | Sell |
79,926
-283,530
| -78% | -$5.04M | 0.04% | 487 |
|
|
2021
Q2 | $6.32M | Sell |
363,456
-5,082
| -1% | -$86K | 0.2% | 115 |
|
|
2021
Q1 | $5.94M | Buy |
368,538
+19,620
| +6% | +$309K | 0.22% | 99 |
|
|
2020
Q4 | $5.29M | Buy |
348,918
+24,306
| +7% | +$346K | 0.21% | 110 |
|
|
2020
Q3 | $4.31M | Sell |
324,612
-14,700
| -4% | -$193K | 0.2% | 125 |
|
|
2020
Q2 | $4.16M | Buy |
339,312
+21,600
| +7% | +$249K | 0.23% | 113 |
|
|
2020
Q1 | $3.2M | Sell |
317,712
-14,904
| -4% | -$180K | 0.21% | 118 |
|
|
2019
Q4 | $4.26M | Buy |
332,616
+56,430
| +20% | +$692K | 0.22% | 109 |
|
|
2019
Q3 | $3.25M | Hold |
276,186
| – | – | 0.2% | 127 |
|
|
2019
Q2 | $3.25M | Buy |
276,186
+124,434
| +82% | +$1.44M | 0.2% | 127 |
|
|
2019
Q1 | $1.72M | Buy |
151,752
+10,860
| +8% | +$119K | 0.12% | 218 |
|
|
2018
Q4 | $1.41M | Buy |
140,892
+33,540
| +31% | +$363K | 0.12% | 222 |
|
|
2018
Q3 | $1.26M | Buy |
107,352
+14,286
| +15% | +$165K | 0.09% | 290 |
|
|
2018
Q2 | $1.07M | Buy |
93,066
+21,060
| +29% | +$230K | 0.08% | 331 |
|
|
2018
Q1 | $766K | Sell |
72,006
-8,760
| -11% | -$96.2K | 0.06% | 401 |
|
|
2017
Q4 | $869K | Sell |
80,766
-21,714
| -21% | -$228K | 0.08% | 341 |
|
|
2017
Q3 | $1.04M | Buy |
102,480
+66,234
| +183% | +$657K | 0.12% | 225 |
|
|
2017
Q2 | $353K | Buy |
36,246
+15,210
| +72% | +$147K | 0.05% | 464 |
|
|
2017
Q1 | $200K | Buy |
+21,036
| New | +$197K | 0.03% | 602 |
|
|
2016
Q3 | $34K | Hold |
3,954
| – | – | 0.01% | 981 |
|
|
2016
Q2 | $33K | Buy |
3,954
+2,706
| +217% | +$22.5K | 0.01% | 899 |
|
|
2016
Q1 | $10K | Hold |
1,248
| – | – | ﹤0.01% | 1078 |
|
|
2015
Q4 | $10K | Buy |
1,248
+1,080
| +643% | +$8.91K | ﹤0.01% | 943 |
|
|
2015
Q3 | $1K | Buy |
+168
| New | +$1.38K | ﹤0.01% | 1445 |
|
|
2015
Q2 | – | Sell |
-12,672
| Closed | -$107K | – | 1495 |
|
|
2015
Q1 | $107K | Hold |
12,672
| – | – | 0.03% | 374 |
|
|
2014
Q4 | $103K | Buy |
+12,672
| New | +$103K | 0.03% | 333 |
|
|
2014
Q1 | – | Sell |
-22,602
| Closed | -$170K | – | 691 |
|
|
2013
Q4 | $170K | Buy |
+22,602
| New | +$163K | 0.09% | 190 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM