Callahan Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.01M | Buy |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $971K | Sell |
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|
2020
Q3 | $904K | Sell |
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|
2020
Q2 | $843K | Buy |
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|
2020
Q1 | $684K | Buy |
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|
2019
Q4 | $870K | Buy |
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|
2019
Q3 | $624K | Sell |
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|
2019
Q2 | $627K | Sell |
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|
2019
Q1 | $618K | Buy |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $564K | Buy |
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|
2018
Q2 | $494K | Sell |
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|
2018
Q1 | $480K | Sell |
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|
2017
Q4 | $539K | Buy |
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|
2017
Q3 | $506K | Buy |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $425K | Buy |
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|
2016
Q4 | $366K | Buy |
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|
2016
Q3 | $276K | Sell |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $302K | Buy |
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|
2015
Q4 | $258K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $428K | Buy |
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|
2015
Q1 | $422K | Sell |
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|
2014
Q4 | $421K | Buy |
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|
2014
Q3 | $396K | Buy |
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|
2014
Q2 | $365K | Buy |
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|
2014
Q1 | $327K | Buy |
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|
2013
Q4 | $314K | Buy |
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