BIA
Bigelow Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
87,563
-1,103
| -1% | -$26.3K | 0.92% | 28 |
|
|
2025
Q1 | $1.91M | Sell |
88,666
-3,445
| -4% | -$74.2K | 0.91% | 29 |
|
|
2024
Q4 | $2.09M | Buy |
92,111
+58,589
| +175% | +$1.33M | 0.98% | 25 |
|
|
2024
Q3 | $2.23M | Sell |
33,522
-2,273
| -6% | -$151K | 0.99% | 23 |
|
|
2024
Q2 | $2.25M | Sell |
35,795
-51
| -0.1% | -$3.21K | 1.07% | 22 |
|
|
2024
Q1 | $2.19M | Sell |
35,846
-192
| -0.5% | -$11.7K | 1.08% | 21 |
|
|
2023
Q4 | $2.01M | Buy |
36,038
+1,070
| +3% | +$59.6K | 1.08% | 21 |
|
|
2023
Q3 | $1.74M | Sell |
34,968
-138
| -0.4% | -$6.88K | 1% | 25 |
|
|
2023
Q2 | $1.81M | Sell |
35,106
-1,389
| -4% | -$71.8K | 0.99% | 26 |
|
|
2023
Q1 | $1.75M | Sell |
36,495
-18
| -0% | -$861 | 1.01% | 23 |
|
|
2022
Q4 | $1.64M | Sell |
36,513
-2,455
| -6% | -$110K | 0.95% | 27 |
|
|
2022
Q3 | $1.64M | Buy |
38,968
+185
| +0.5% | +$7.77K | 0.98% | 25 |
|
|
2022
Q2 | $1.71M | Sell |
38,783
-4,601
| -11% | -$203K | 0.94% | 27 |
|
|
2022
Q1 | $2.32M | Buy |
43,384
+20,907
| +93% | +$1.12M | 1.08% | 21 |
|
|
2021
Q4 | $2.54M | Buy |
22,477
+558
| +3% | +$63.1K | 1.15% | 19 |
|
|
2021
Q3 | $2.28M | Buy |
21,919
+3,294
| +18% | +$342K | 1.12% | 21 |
|
|
2021
Q2 | $1.94M | Hold |
18,625
| – | – | 0.94% | 24 |
|
|
2021
Q1 | $1.8M | Buy |
18,625
+472
| +3% | +$45.6K | 0.91% | 26 |
|
|
2020
Q4 | $1.65M | Buy |
18,153
+138
| +0.8% | +$12.6K | 0.88% | 27 |
|
|
2020
Q3 | $1.44M | Sell |
18,015
-2,838
| -14% | -$226K | 0.85% | 28 |
|
|
2020
Q2 | $1.53M | Sell |
20,853
-171
| -0.8% | -$12.6K | 0.99% | 22 |
|
|
2020
Q1 | $1.27M | Buy |
21,024
+805
| +4% | +$48.6K | 0.95% | 23 |
|
|
2019
Q4 | $1.55M | Buy |
20,219
+1,604
| +9% | +$123K | 0.91% | 27 |
|
|
2019
Q3 | $1.32M | Buy |
18,615
+80
| +0.4% | +$5.68K | 0.84% | 32 |
|
|
2019
Q2 | $1.31M | Buy |
18,535
+129
| +0.7% | +$9.1K | 0.88% | 31 |
|
|
2019
Q1 | $1.25M | Buy |
18,406
+1,168
| +7% | +$79.5K | 0.87% | 29 |
|
|
2018
Q4 | $1.03M | Buy |
17,238
+731
| +4% | +$43.8K | 0.77% | 34 |
|
|
2018
Q3 | $1.16M | Buy |
16,507
+1,832
| +12% | +$129K | 0.78% | 36 |
|
|
2018
Q2 | $968K | Sell |
14,675
-51
| -0.3% | -$3.36K | 0.66% | 45 |
|
|
2018
Q1 | $939K | Sell |
14,726
-478
| -3% | -$30.5K | 0.64% | 44 |
|
|
2017
Q4 | $981K | Buy |
+15,204
| New | +$981K | 0.98% | 23 |
|