Ancora Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
87,975
+620
| +0.7% | +$14.8K | 0.04% | 285 |
|
|
2025
Q1 | $1.88M | Buy |
87,355
+2,699
| +3% | +$58.1K | 0.04% | 281 |
|
|
2024
Q4 | $1.92M | Buy |
84,656
+1,073
| +1% | +$24.4K | 0.04% | 283 |
|
|
2024
Q3 | $1.85M | Buy |
83,583
+411
| +0.5% | +$9.11K | 0.04% | 285 |
|
|
2024
Q2 | $1.74M | Buy |
83,172
+87
| +0.1% | +$1.82K | 0.04% | 286 |
|
|
2024
Q1 | $1.69M | Sell |
83,085
-1,557
| -2% | -$31.7K | 0.04% | 295 |
|
|
2023
Q4 | $1.57M | Buy |
84,642
+1,266
| +2% | +$23.5K | 0.04% | 296 |
|
|
2023
Q3 | $1.39M | Buy |
83,376
+1,812
| +2% | +$30.1K | 0.04% | 297 |
|
|
2023
Q2 | $1.41M | Sell |
81,564
-2,298
| -3% | -$39.6K | 0.04% | 297 |
|
|
2023
Q1 | $1.34M | Buy |
83,862
+3,603
| +4% | +$57.5K | 0.04% | 308 |
|
|
2022
Q4 | $1.2M | Sell |
80,259
-762
| -0.9% | -$11.4K | 0.03% | 323 |
|
|
2022
Q3 | $1.13M | Buy |
81,021
+498
| +0.6% | +$6.97K | 0.04% | 319 |
|
|
2022
Q2 | $1.19M | Buy |
80,523
+1,137
| +1% | +$16.7K | 0.03% | 327 |
|
|
2022
Q1 | $1.41M | Buy |
79,386
+504
| +0.6% | +$8.97K | 0.03% | 333 |
|
|
2021
Q4 | $1.49M | Sell |
78,882
-2,556
| -3% | -$48.2K | 0.04% | 327 |
|
|
2021
Q3 | $1.41M | Buy |
81,438
+468
| +0.6% | +$8.1K | 0.04% | 321 |
|
|
2021
Q2 | $1.41M | Buy |
80,970
+216
| +0.3% | +$3.75K | 0.04% | 330 |
|
|
2021
Q1 | $1.3M | Buy |
80,754
+180
| +0.2% | +$2.9K | 0.04% | 330 |
|
|
2020
Q4 | $1.22M | Buy |
80,574
+1,836
| +2% | +$27.8K | 0.04% | 323 |
|
|
2020
Q3 | $1.05M | Buy |
78,738
+420
| +0.5% | +$5.57K | 0.04% | 302 |
|
|
2020
Q2 | $959K | Sell |
78,318
-7,596
| -9% | -$93K | 0.04% | 316 |
|
|
2020
Q1 | $865K | Sell |
85,914
-552
| -0.6% | -$5.56K | 0.04% | 333 |
|
|
2019
Q4 | $1.11M | Sell |
86,466
-1,116
| -1% | -$14.3K | 0.04% | 345 |
|
|
2019
Q3 | $1.04M | Sell |
87,582
-2,250
| -3% | -$26.6K | 0.05% | 317 |
|
|
2019
Q2 | $1.06M | Sell |
89,832
-3,900
| -4% | -$45.8K | 0.05% | 286 |
|
|
2019
Q1 | $1.06M | Sell |
93,732
-3,582
| -4% | -$40.6K | 0.05% | 296 |
|
|
2018
Q4 | $972K | Sell |
97,314
-2,724
| -3% | -$27.2K | 0.05% | 293 |
|
|
2018
Q3 | $1.17M | Sell |
100,038
-3,942
| -4% | -$46.2K | 0.05% | 323 |
|
|
2018
Q2 | $1.14M | Sell |
103,980
-6,492
| -6% | -$71.4K | 0.05% | 315 |
|
|
2018
Q1 | $1.17M | Buy |
110,472
+7,632
| +7% | +$81.1K | 0.05% | 305 |
|
|
2017
Q4 | $1.11M | Buy |
102,840
+1,176
| +1% | +$12.6K | 0.06% | 289 |
|
|
2017
Q3 | $1.03M | Buy |
101,664
+2,766
| +3% | +$28.1K | 0.06% | 318 |
|
|
2017
Q2 | $963K | Buy |
98,898
+258
| +0.3% | +$2.51K | 0.06% | 319 |
|
|
2017
Q1 | $938K | Buy |
98,640
+240
| +0.2% | +$2.28K | 0.06% | 318 |
|
|
2016
Q4 | $889K | Buy |
+98,400
| New | +$889K | 0.06% | 315 |
|