AMI Investment 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 | $2.31M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.63M | Sell |
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|
2021
Q4 | $4.23M | Sell |
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|
2021
Q3 | $4.49M | Sell |
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|
2021
Q2 | $4.63M | Buy |
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|
2021
Q1 | $4.29M | Buy |
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|
2020
Q4 | $4M | Buy |
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|
2020
Q3 | $3.29M | Buy |
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|
2020
Q2 | $2.83M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $3.1M | Sell |
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|
2019
Q3 | $2.87M | Buy |
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|
2019
Q2 | $2.76M | Sell |
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|
2019
Q1 | $2.7M | Buy |
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|
2018
Q4 | $2.34M | Sell |
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|
2018
Q3 | $2.96M | Sell |
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|
2018
Q2 | $2.87M | Buy |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.76M | Buy |
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|
2017
Q3 | $1.55M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $819K | Buy |
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|
2016
Q3 | $756K | Buy |
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|
2016
Q2 | $492K | Buy |
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|
2016
Q1 | $434K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $145K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $156K | Sell |
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|
2013
Q4 | $178K | Buy |
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