Allworth Financial’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
Q2 | $34.9M | Buy |
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|
2025
Q1 | $30.6M | Buy |
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|
2024
Q4 | $20.9M | Buy |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $962K | Sell |
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|
2023
Q1 | $937K | Buy |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $712K | Buy |
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|
2022
Q2 | $696K | Sell |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $978K | Buy |
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|
2019
Q3 | $867K | Sell |
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|
2019
Q2 | $918K | Sell |
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|
2019
Q1 | $898K | Buy |
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|
2018
Q4 | $769K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | $995K | Buy |
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|
2017
Q3 | $891K | Sell |
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|
2017
Q2 | $945K | Buy |
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|
2017
Q1 | $683K | Buy |
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|
2016
Q4 | $521K | Sell |
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|
2016
Q3 | $818K | Buy |
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|
2016
Q2 | $731K | Sell |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $871K | Buy |
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|
2015
Q3 | $710K | Sell |
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|
2015
Q2 | $1.14M | Sell |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $963K | Buy |
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|
2014
Q3 | $767K | Buy |
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|
2014
Q2 | $423K | Buy |
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