BIM
SCHB icon

Baldwin Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Baldwin Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Buy
19,212
+8
+0% +$210 0.06% 157
2025
Q4 		$504K Buy
19,204
+9
+0% +$234 0.06% 153
2025
Q3 		$494K Buy
19,195
+8
+0% +$198 0.06% 153
2025
Q2 		$457K Sell
19,187
-92
-0.5% -$2.03K 0.06% 155
2025
Q1 		$415K Buy
+19,279
New +$439K 0.05% 158
2022
Q2 		– Sell
-12,000
Closed -$214 – 229
2022
Q1 		$214 Hold
12,000
– – 0.03% 235
2021
Q4 		$226 Sell
12,000
-234
-2% -$4.3K 0.04% 233
2021
Q3 		$212K Hold
12,234
– – 0.04% 237
2021
Q2 		$213K Buy
+12,234
New +$207K 0.04% 241
2021
Q1 		– Sell
-17,958
Closed -$272K – 250
2020
Q4 		$272K Buy
+17,958
New +$256K 0.05% 200
2018
Q1 		– Sell
-26,220
Closed -$282K – 111
2017
Q4 		$282K Buy
26,220
+18
+0.1% +$189 0.1% 97
2017
Q3 		$266K Buy
+26,202
New +$260K 0.1% 100

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