AssetMark Inc’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 | $20.7M | Buy |
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|
2025
Q2 | $19M | Buy |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $50.8K | Sell |
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|
2024
Q2 | $69.3K | Sell |
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|
2024
Q1 | $89.1K | Buy |
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|
2023
Q4 | $15.9K | Sell |
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|
2023
Q3 | $56.4K | Buy |
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|
2023
Q2 | $52.3K | Buy |
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|
2023
Q1 | $48 | Sell |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $159K | Buy |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $26K | Buy |
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