Aspiriant LLC’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 | $1.85M | Hold |
77,840
| – | – | 0.06% | 106 |
|
|
2025
Q1 | $1.68M | Buy |
77,840
+3,596
| +5% | +$77.4K | 0.06% | 106 |
|
|
2024
Q4 | $1.69M | Sell |
74,244
-3,909
| -5% | -$88.7K | 0.06% | 105 |
|
|
2024
Q3 | $1.73M | Buy |
78,153
+3,909
| +5% | +$86.7K | 0.07% | 104 |
|
|
2024
Q2 | $1.56M | Sell |
74,244
-108
| -0.1% | -$2.26K | 0.06% | 103 |
|
|
2024
Q1 | $1.51M | Hold |
74,352
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $1.38M | Hold |
74,352
| – | – | 0.06% | 117 |
|
|
2023
Q3 | $1.24M | Hold |
74,352
| – | – | 0.06% | 118 |
|
|
2023
Q2 | $1.28M | Buy |
74,352
+1,584
| +2% | +$27.3K | 0.06% | 113 |
|
|
2023
Q1 | $1.16M | Hold |
72,768
| – | – | 0.06% | 122 |
|
|
2022
Q4 | $1.09M | Sell |
72,768
-3,414
| -4% | -$51K | 0.06% | 124 |
|
|
2022
Q3 | $1.07M | Buy |
76,182
+1,740
| +2% | +$24.3K | 0.05% | 115 |
|
|
2022
Q2 | $1.1M | Buy |
74,442
+48
| +0.1% | +$707 | 0.05% | 115 |
|
|
2022
Q1 | $1.33M | Buy |
74,394
+912
| +1% | +$16.2K | 0.07% | 114 |
|
|
2021
Q4 | $1.38M | Buy |
+73,482
| New | +$1.38M | 0.07% | 111 |
|