C.M. Bidwell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.18M | Sell |
126,874
-532
| -0.4% | -$14K | 1.49% | 16 |
|
|
2025
Q4 | $3.34M | Sell |
127,406
-7
| -0% | -$182 | 1.58% | 15 |
|
|
2025
Q3 | $3.28M | Buy |
127,413
+9
| +0% | +$223 | 1.58% | 15 |
|
|
2025
Q2 | $3.04M | Sell |
127,404
-913
| -0.7% | -$20.1K | 1.58% | 16 |
|
|
2025
Q1 | $2.76M | Sell |
128,317
-3
| -0% | -$68 | 1.66% | 17 |
|
|
2024
Q4 | $2.91M | Sell |
128,320
-458
| -0.4% | -$10.5K | 1.77% | 16 |
|
|
2024
Q3 | $2.86M | Sell |
128,778
-32,568
| -20% | -$695K | 1.75% | 17 |
|
|
2024
Q2 | $3.38M | Hold |
161,346
| – | – | 2.26% | 12 |
|
|
2024
Q1 | $3.28M | Sell |
161,346
-846
| -0.5% | -$16.4K | 2.24% | 12 |
|
|
2023
Q4 | $3.01M | Sell |
162,192
-1,251
| -0.8% | -$21.6K | 2.23% | 13 |
|
|
2023
Q3 | $2.72M | Sell |
163,443
-3,507
| -2% | -$60.7K | 2.07% | 13 |
|
|
2023
Q2 | $2.88M | Buy |
166,950
+117
| +0.1% | +$1.91K | 2.1% | 12 |
|
|
2023
Q1 | $2.66M | Buy |
166,833
+846
| +0.5% | +$13.2K | 2.02% | 11 |
|
|
2022
Q4 | $2.48M | Buy |
165,987
+10,923
| +7% | +$164K | 1.96% | 12 |
|
|
2022
Q3 | $2.17M | Buy |
155,064
+2,463
| +2% | +$38.3K | 1.8% | 12 |
|
|
2022
Q2 | $2.25M | Sell |
152,601
-1,566
| -1% | -$25.1K | 1.78% | 12 |
|
|
2022
Q1 | $2.74M | Sell |
154,167
-1,497
| -1% | -$26.3K | 1.8% | 11 |
|
|
2021
Q4 | $2.93M | Buy |
155,664
+216
| +0.1% | +$3.97K | 1.8% | 13 |
|
|
2021
Q3 | $2.69M | Sell |
155,448
-750
| -0.5% | -$13.3K | 1.79% | 14 |
|
|
2021
Q2 | $2.71M | Sell |
156,198
-26,328
| -14% | -$446K | 1.78% | 13 |
|
|
2021
Q1 | $2.94M | Sell |
182,526
-1,824
| -1% | -$28.8K | 2.15% | 12 |
|
|
2020
Q4 | $2.8M | Buy |
184,350
+1,416
| +0.8% | +$20.2K | 2.29% | 11 |
|
|
2020
Q3 | $2.43M | Sell |
182,934
-14,088
| -7% | -$185K | 2.24% | 13 |
|
|
2020
Q2 | $2.41M | Buy |
197,022
+240
| +0.1% | +$2.77K | 2.2% | 10 |
|
|
2020
Q1 | $1.98M | Sell |
196,782
-8,562
| -4% | -$104K | 2.09% | 12 |
|
|
2019
Q4 | $2.63M | Sell |
205,344
-1,290
| -0.6% | -$15.8K | 2.38% | 11 |
|
|
2019
Q3 | $2.45M | Sell |
206,634
-978
| -0.5% | -$11.6K | 2.42% | 7 |
|
|
2019
Q2 | $2.44M | Sell |
207,612
-1,308
| -0.6% | -$15.1K | 2.43% | 6 |
|
|
2019
Q1 | $2.37M | Sell |
208,920
-3,000
| -1% | -$32.8K | 2.36% | 6 |
|
|
2018
Q4 | $2.12M | Buy |
211,920
+6,150
| +3% | +$66.5K | 2.3% | 6 |
|
|
2018
Q3 | $2.41M | Buy |
205,770
+6,978
| +4% | +$80.4K | 2.29% | 6 |
|
|
2018
Q2 | $2.19M | Sell |
198,792
-1,050
| -0.5% | -$11.5K | 2.03% | 8 |
|
|
2018
Q1 | $2.13M | Sell |
199,842
-6,378
| -3% | -$70.1K | 1.94% | 8 |
|
|
2017
Q4 | $2.22M | Buy |
+206,220
| New | +$2.16M | 1.91% | 7 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM