Aurora Investment Managers’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 | $212K | Buy |
+8,910
| New | +$212K | 0.13% | 47 |
|
|
2025
Q1 | – | Sell |
-12,510
| Closed | -$284K | – | 46 |
|
|
2024
Q4 | $284K | Hold |
12,510
| – | – | 0.18% | 43 |
|
|
2024
Q3 | $277 | Sell |
12,510
-48
| -0.4% | -$1 | 0.18% | 43 |
|
|
2024
Q2 | $263K | Hold |
12,558
| – | – | 0.19% | 46 |
|
|
2024
Q1 | $256K | Hold |
12,558
| – | – | 0.19% | 51 |
|
|
2023
Q4 | $233K | Sell |
12,558
-3
| -0% | -$56 | 0.18% | 45 |
|
|
2023
Q3 | $209K | Hold |
12,561
| – | – | 0.18% | 43 |
|
|
2023
Q2 | $216K | Sell |
12,561
-108
| -0.9% | -$1.86K | 0.16% | 44 |
|
|
2023
Q1 | $202K | Sell |
12,669
-1,767
| -12% | -$28.2K | 0.18% | 46 |
|
|
2022
Q4 | $216K | Sell |
14,436
-627
| -4% | -$9.38K | 0.22% | 47 |
|
|
2022
Q3 | $211K | Buy |
15,063
+24
| +0.2% | +$336 | 0.21% | 48 |
|
|
2022
Q2 | $222K | Buy |
15,039
+81
| +0.5% | +$1.2K | 0.21% | 50 |
|
|
2022
Q1 | $266K | Buy |
+14,958
| New | +$266K | 0.2% | 47 |
|
|
2020
Q2 | – | Sell |
-107,694
| Closed | -$1.09M | – | 44 |
|
|
2020
Q1 | $1.09M | Sell |
107,694
-1,572
| -1% | -$15.8K | 1.2% | 26 |
|
|
2019
Q4 | $1.4M | Buy |
+109,266
| New | +$1.4M | 1.37% | 27 |
|