Cambridge Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cambridge Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.27M	Sell	137,043 -1,560	-1%	-$37.2K	0.68%	23
2025 Q1	$2.98M	Buy	138,603 +336	+0.2%	+$7.23K	0.65%	26
2024 Q4	$3.14M	Sell	138,267 -486	-0.4%	-$11K	0.7%	24
2024 Q3	$3.08M	Sell	138,753 -3,702	-3%	-$82.1K	0.67%	26
2024 Q2	$2.99M	Buy	142,455 +1,803	+1%	+$37.8K	0.69%	23
2024 Q1	$2.86M	Buy	140,652 +177	+0.1%	+$3.6K	0.67%	25
2023 Q4	$2.61M	Buy	140,475 +327	+0.2%	+$6.07K	0.66%	26
2023 Q3	$2.33M	Sell	140,148 -2,580	-2%	-$42.9K	0.63%	27
2023 Q2	$2.46M	Sell	142,728 -1,104	-0.8%	-$19K	0.63%	25
2023 Q1	$2.29M	Sell	143,832 -3,321	-2%	-$53K	0.59%	27
2022 Q4	$2.2M	Sell	147,153 -1,800	-1%	-$26.9K	0.59%	27
2022 Q3	$2.09M	Sell	148,953 -2,055	-1%	-$28.8K	0.6%	26
2022 Q2	$2.22M	Sell	151,008 -8,997	-6%	-$133K	0.61%	25
2022 Q1	$2.85M	Buy	160,005 +255	+0.2%	+$4.54K	0.68%	24
2021 Q4	$3.01M	Sell	159,750 -480	-0.3%	-$9.04K	0.68%	22
2021 Q3	$2.77M	Sell	160,230 -2,562	-2%	-$44.4K	0.68%	21
2021 Q2	$2.83M	Sell	162,792 -1,644	-1%	-$28.6K	0.68%	23
2021 Q1	$2.65M	Sell	164,436 -1,056	-0.6%	-$17K	0.68%	26
2020 Q4	$2.51M	Sell	165,492 -3,516	-2%	-$53.3K	0.68%	25
2020 Q3	$2.24M	Sell	169,008 -1,254	-0.7%	-$16.6K	0.66%	26
2020 Q2	$2.09M	Buy	170,262 +1,584	+0.9%	+$19.4K	0.65%	25
2020 Q1	$1.7M	Buy	168,678 +23,706	+16%	+$239K	0.62%	27
2019 Q4	$1.86M	Buy	144,972 +3,570	+3%	+$45.8K	0.57%	30
2019 Q3	$1.67M	Buy	141,402 +4,698	+3%	+$55.6K	0.55%	27
2019 Q2	$1.61M	Sell	136,704 -2,148	-2%	-$25.3K	0.53%	32
2019 Q1	$1.58M	Sell	138,852 -16,986	-11%	-$193K	0.54%	33
2018 Q4	$1.56M	Buy	155,838 +19,062	+14%	+$190K	0.58%	29
2018 Q3	$1.61M	Buy	136,776 +3,978	+3%	+$46.7K	0.54%	33
2018 Q2	$1.46M	Buy	132,798 +1,362	+1%	+$15K	0.52%	36
2018 Q1	$1.4M	Buy	131,436 +37,728	+40%	+$401K	0.5%	36
2017 Q4	$1.01M	Buy	93,708 +6,360	+7%	+$68.4K	0.36%	52
2017 Q3	$887K	Buy	87,348 +1,704	+2%	+$17.3K	0.34%	55
2017 Q2	$834K	Buy	85,644 +498	+0.6%	+$4.85K	0.34%	59
2017 Q1	$810K	Buy	85,146 +4,596	+6%	+$43.7K	0.33%	61
2016 Q4	$727K	Buy	80,550 +1,092	+1%	+$9.86K	0.32%	65
2016 Q3	$693K	Sell	79,458 -1,200	-1%	-$10.5K	0.31%	64
2016 Q2	$676K	Buy	80,658 +8,040	+11%	+$67.4K	0.31%	66
2016 Q1	$596K	Buy	72,618 +3,030	+4%	+$24.9K	0.28%	69
2015 Q4	$569K	Sell	69,588 -1,200	-2%	-$9.81K	0.32%	68
2015 Q3	$547K	Buy	70,788 +18,510	+35%	+$143K	0.32%	67
2015 Q2	$438K	Buy	52,278 +6,000	+13%	+$50.3K	0.25%	82
2015 Q1	$389K	Hold	46,278	–	–	0.23%	85
2014 Q4	$384K	Buy	+46,278	New	+$384K	0.23%	87