CX Institutional’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 | $2.43M | Buy |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $897K | Buy |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $4.43M | Sell |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $2.99M | Sell |
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|
2022
Q2 | $3.37M | Buy |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $2.8M | Buy |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $889K | Sell |
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|
2019
Q3 | $835K | Sell |
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|
2019
Q2 | $846K | Buy |
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|
2019
Q1 | $672K | Sell |
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|
2018
Q4 | $925K | Buy |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $389K | Buy |
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