Chicago Partners Investment Group’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
Q2 | $22.7M | Buy |
|
|||||
|
2025
Q1 | $19.4M | Buy |
|
|||||
|
2024
Q4 | $12.9M | Sell |
|
|||||
|
2024
Q3 | $11.8M | Buy |
|
|||||
|
2024
Q2 | $10.2M | Buy |
|
|||||
|
2024
Q1 | $8.74M | Buy |
|
|||||
|
2023
Q4 | $7.6M | Buy |
|
|||||
|
2023
Q3 | $5.79M | Buy |
|
|||||
|
2023
Q2 | $5.98M | Buy |
|
|||||
|
2023
Q1 | $5.39M | Buy |
|
|||||
|
2022
Q4 | $4.91M | Buy |
|
|||||
|
2022
Q3 | $3.31M | Buy |
|
|||||
|
2022
Q2 | $3.01M | Sell |
|
|||||
|
2022
Q1 | $3.68M | Buy |
|
|||||
|
2021
Q4 | $3.94M | Sell |
|
|||||
|
2021
Q3 | $4.36M | Sell |
|
|||||
|
2021
Q2 | $4.35M | Buy |
|
|||||
|
2021
Q1 | $3.73M | Buy |
|
|||||
|
2020
Q4 | $3.29M | Buy |
|
|||||
|
2020
Q3 | $781K | Sell |
|
|||||
|
2020
Q2 | $843K | Sell |
|
|||||
|
2020
Q1 | $827K | Buy |
|
|||||
|
2019
Q4 | $843K | Buy |
|
|||||
|
2019
Q3 | $742K | Buy |
|
|||||
|
2019
Q2 | $720K | Buy |
|
|||||
|
2019
Q1 | $565K | Sell |
|
|||||
|
2018
Q4 | $645K | Sell |
|
|||||
|
2018
Q3 | $681K | Buy |
|
|||||
|
2018
Q2 | $598K | Buy |
|
|||||
|
2018
Q1 | $333K | Buy |
|
|||||
|
2017
Q4 | $329K | Buy |
|
|||||
|
2017
Q3 | $237K | Sell |
|
|||||
|
2017
Q2 | $284K | Buy |
|
|||||
|
2017
Q1 | $86K | Buy |
|
|||||
|
2016
Q4 | $67K | Buy |
|
|||||
|
2016
Q3 | $33K | Buy |
|
|||||
|
2016
Q2 | $31K | Buy |
|
|||||
|
2016
Q1 | $30K | Buy |
|
|||||
|
2015
Q4 | $28K | Buy |
|
|||||
|
2015
Q3 | $25K | Buy |
|
|||||
|
2015
Q2 | $27K | Sell |
|
|||||
|
2015
Q1 | $27K | Sell |
|
|||||
|
2014
Q4 | $27K | Buy |
|