Cetera Investment Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
635,212
+47,282
| +8% | +$1.13M | 0.03% | 631 |
|
|
2025
Q1 | $12.7M | Buy |
587,930
+27,325
| +5% | +$588K | 0.02% | 662 |
|
|
2024
Q4 | $12.7M | Buy |
560,605
+47,137
| +9% | +$1.07M | 0.03% | 611 |
|
|
2024
Q3 | $11.4M | Buy |
513,468
+39,819
| +8% | +$883K | 0.02% | 646 |
|
|
2024
Q2 | $9.93M | Buy |
473,649
+65,610
| +16% | +$1.37M | 0.02% | 670 |
|
|
2024
Q1 | $8.3M | Buy |
+408,039
| New | +$8.3M | 0.02% | 739 |
|
|
2021
Q2 | – | Sell |
-20,808
| Closed | -$335K | – | 1810 |
|
|
2021
Q1 | $335K | Sell |
20,808
-600
| -3% | -$9.66K | 0.01% | 1196 |
|
|
2020
Q4 | $325K | Buy |
+21,408
| New | +$325K | 0.01% | 1195 |
|