AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Buy |
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|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $717K | Buy |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $17.2M | Sell |
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|
2023
Q2 | $24M | Sell |
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|
2023
Q1 | $36.9M | Sell |
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|
2022
Q4 | $37.1M | Buy |
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|
2022
Q3 | $31.4M | Buy |
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|
2022
Q2 | $28.8M | Buy |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $800K | Buy |
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|
2018
Q4 | $353K | Buy |
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