Annex Advisory Services’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 | $635K | Sell |
|
|||||
|
2025
Q2 | $627K | Sell |
|
|||||
|
2025
Q1 | $651K | Buy |
|
|||||
|
2024
Q4 | $649K | Sell |
|
|||||
|
2024
Q3 | $648K | Sell |
|
|||||
|
2024
Q2 | $626K | Sell |
|
|||||
|
2024
Q1 | $642K | Sell |
|
|||||
|
2023
Q4 | $624K | Buy |
|
|||||
|
2023
Q3 | $554K | Sell |
|
|||||
|
2023
Q2 | $666K | Sell |
|
|||||
|
2023
Q1 | $977K | Sell |
|
|||||
|
2022
Q4 | $967K | Sell |
|
|||||
|
2022
Q3 | $2.51M | Sell |
|
|||||
|
2022
Q2 | $2.94M | Sell |
|
|||||
|
2022
Q1 | $3.72M | Sell |
|
|||||
|
2021
Q4 | $3.98M | Sell |
|
|||||
|
2021
Q3 | $3.71M | Sell |
|
|||||
|
2021
Q2 | $3.77M | Buy |
|
|||||
|
2021
Q1 | $3.48M | Sell |
|
|||||
|
2020
Q4 | $3.38M | Buy |
|
|||||
|
2020
Q3 | $292K | Sell |
|
|||||
|
2020
Q2 | $355K | Sell |
|
|||||
|
2020
Q1 | $340K | Buy |
|
|||||
|
2019
Q4 | $206K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $215K | Sell |
|
|||||
|
2018
Q4 | $253K | Buy |
|
|||||
|
2018
Q3 | $290K | Buy |
|
|||||
|
2018
Q2 | $268K | Buy |
|
|||||
|
2018
Q1 | $223K | Sell |
|
|||||
|
2017
Q4 | $265K | Sell |
|
|||||
|
2017
Q3 | $262K | Sell |
|
|||||
|
2017
Q2 | $258K | Sell |
|
|||||
|
2017
Q1 | $301K | Sell |
|
|||||
|
2016
Q4 | $296K | Sell |
|
|||||
|
2016
Q3 | $348K | Sell |
|
|||||
|
2016
Q2 | $701K | Buy |
|
|||||
|
2016
Q1 | $678K | Sell |
|
|||||
|
2015
Q4 | $696K | Buy |
|
|||||
|
2015
Q3 | $652K | Sell |
|
|||||
|
2015
Q2 | $731K | Buy |
|
|||||
|
2015
Q1 | $730K | Sell |
|
|||||
|
2014
Q4 | $735K | Buy |
|
|||||
|
2014
Q3 | $689K | Sell |
|
|||||
|
2014
Q2 | $707K | Buy |
|
|||||
|
2014
Q1 | $657K | Buy |
|
|||||
|
2013
Q4 | $625K | Buy |
|
|||||
|
2013
Q3 | $569K | Sell |
|
|||||
|
2013
Q2 | $540K | Buy |
|