Boltwood Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Boltwood Capital 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 Q2	$2.97M	Sell	102,641 -154	-0.1%	-$4.31K	0.68%	39
2026 Q1	$2.58M	Sell	102,795 -511	-0.5%	-$13.4K	0.66%	41
2025 Q4	$2.71M	Sell	103,306 -2,444	-2%	-$63.6K	0.7%	38
2025 Q3	$2.72M	Sell	105,750 -3,215	-3%	-$79.6K	0.72%	38
2025 Q2	$2.6M	Buy	108,965 +2,705	+3%	+$59.6K	0.74%	36
2025 Q1	$2.29M	Sell	106,260 -2,664	-2%	-$60.6K	0.7%	39
2024 Q4	$2.47M	Sell	108,924 -4,095	-4%	-$93.5K	0.75%	37
2024 Q3	$2.51M	Sell	113,019 -19,266	-15%	-$411K	0.74%	36
2024 Q2	$2.77M	Sell	132,285 -2,445	-2%	-$49.5K	0.87%	32
2024 Q1	$2.74M	Sell	134,730 -8,175	-6%	-$158K	0.85%	34
2023 Q4	$2.65M	Sell	142,905 -5,316	-4%	-$91.8K	0.88%	31
2023 Q3	$2.46M	Sell	148,221 -11,085	-7%	-$192K	0.91%	29
2023 Q2	$2.75M	Sell	159,306 -15,627	-9%	-$255K	0.99%	29
2023 Q1	$2.79M	Sell	174,933 -5,415	-3%	-$84.7K	1.04%	25
2022 Q4	$2.69M	Sell	180,348 -9,714	-5%	-$146K	1.09%	27
2022 Q3	$2.66M	Sell	190,062 -25,017	-12%	-$389K	1.22%	20
2022 Q2	$3.17M	Sell	215,079 -14,697	-6%	-$236K	1.37%	17
2022 Q1	$4.09M	Sell	229,776 -10,818	-4%	-$190K	1.58%	13
2021 Q4	$4.53M	Sell	240,594 -13,140	-5%	-$242K	1.67%	13
2021 Q3	$4.39M	Sell	253,734 -18,216	-7%	-$324K	1.77%	12
2021 Q2	$4.73M	Sell	271,950 -3,300	-1%	-$55.8K	1.96%	10
2021 Q1	$4.44M	Buy	275,250 +16,788	+6%	+$265K	1.97%	10
2020 Q4	$3.92M	Sell	258,462 -3,948	-2%	-$56.2K	1.9%	10
2020 Q3	$3.48M	Sell	262,410 -1,704	-0.6%	-$22.4K	1.94%	9
2020 Q2	$3.23M	Sell	264,114 -6,072	-2%	-$70K	1.95%	10
2020 Q1	$2.72M	Buy	270,186 +6,834	+3%	+$82.7K	1.93%	11
2019 Q4	$3.37M	Buy	263,352 +3,372	+1%	+$41.4K	1.89%	9
2019 Q3	$3.08M	Buy	259,980 +10,134	+4%	+$120K	1.94%	10
2019 Q2	$2.94M	Sell	249,846 -5,742	-2%	-$66.3K	1.87%	10
2019 Q1	$2.9M	Sell	255,588 -50,922	-17%	-$556K	1.89%	10
2018 Q4	$3.06M	Sell	306,510 -46,974	-13%	-$508K	2.09%	11
2018 Q3	$4.15M	Buy	353,484 +58,548	+20%	+$675K	2.47%	7
2018 Q2	$3.24M	Buy	294,936 +6,312	+2%	+$69K	2.11%	9
2018 Q1	$3.07M	Buy	288,624 +20,232	+8%	+$222K	2.1%	9
2017 Q4	$2.89M	Buy	268,392 +3,720	+1%	+$39K	1.77%	11
2017 Q3	$2.69M	Buy	264,672 +4,332	+2%	+$43K	1.74%	11
2017 Q2	$2.54M	Sell	260,340 -5,478	-2%	-$52.9K	1.72%	12
2017 Q1	$2.53M	Buy	265,818 +15,594	+6%	+$146K	1.77%	13
2016 Q4	$2.26M	Buy	250,224 +12,510	+5%	+$110K	1.73%	12
2016 Q3	$2.07M	Buy	237,714 +88,692	+60%	+$770K	1.66%	13
2016 Q2	$1.25M	Buy	149,022 +32,604	+28%	+$271K	1.04%	34
2016 Q1	$956K	Buy	116,418 +27,948	+32%	+$217K	0.84%	42
2015 Q4	$723K	Buy	+88,470	New	+$730K	0.66%	51