CX Institutional’s Schwab US Broad Market ETF SCHB Stock Holding History

CX Institutional’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	$2.14M	Sell	89,795 -90,742	-50%	-$2.16M	0.07%	188
2025 Q1	$3.89M	Buy	180,537 +136,189	+307%	+$2.93M	0.15%	137
2024 Q4	$1.01M	Buy	44,348 +476	+1%	+$10.8K	0.04%	258
2024 Q3	$973K	Buy	43,872 +1,080	+3%	+$23.9K	0.04%	294
2024 Q2	$897K	Buy	42,792 +1,500	+4%	+$31.4K	0.04%	296
2024 Q1	$840K	Sell	41,292 -74,847	-64%	-$1.52M	0.04%	301
2023 Q4	$2.16M	Buy	116,139 +79,398	+216%	+$1.47M	0.12%	191
2023 Q3	$611K	Sell	36,741 -162,378	-82%	-$2.7M	0.03%	307
2023 Q2	$3.43M	Sell	199,119 -77,796	-28%	-$1.34M	0.18%	167
2023 Q1	$4.43M	Sell	276,915 -63,519	-19%	-$1.02M	0.24%	127
2022 Q4	$5.08M	Buy	340,434 +126,810	+59%	+$1.89M	0.31%	80
2022 Q3	$2.99M	Sell	213,624 -15,462	-7%	-$216K	0.21%	121
2022 Q2	$3.37M	Buy	229,086 +49,737	+28%	+$733K	0.25%	96
2022 Q1	$3.19M	Buy	179,349 +18,669	+12%	+$332K	0.26%	107
2021 Q4	$3.03M	Sell	160,680 -5,976	-4%	-$113K	0.24%	127
2021 Q3	$2.89M	Buy	166,656 +5,544	+3%	+$96K	0.24%	110
2021 Q2	$2.8M	Buy	161,112 +18,978	+13%	+$330K	0.23%	108
2021 Q1	$2.29M	Buy	142,134 +20,484	+17%	+$330K	0.2%	122
2020 Q4	$1.84M	Sell	121,650 -41,718	-26%	-$632K	0.18%	161
2020 Q3	$2.17M	Buy	163,368 +47,286	+41%	+$628K	0.23%	125
2020 Q2	$1.42M	Buy	116,082 +7,680	+7%	+$94K	0.19%	133
2020 Q1	$1.09M	Buy	108,402 +39,054	+56%	+$393K	0.18%	129
2019 Q4	$889K	Sell	69,348 -1,188	-2%	-$15.2K	0.16%	118
2019 Q3	$835K	Sell	70,536 -1,434	-2%	-$17K	0.14%	140
2019 Q2	$846K	Buy	71,970 +12,696	+21%	+$149K	0.13%	136
2019 Q1	$672K	Sell	59,274 -33,378	-36%	-$378K	0.12%	151
2018 Q4	$925K	Buy	92,652 +48,354	+109%	+$483K	0.2%	92
2018 Q3	$520K	Buy	44,298 +8,922	+25%	+$105K	0.17%	101
2018 Q2	$389K	Buy	+35,376	New	+$389K	0.14%	102