D.A. Davidson & Co’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 | $1.46M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.15M | Hold |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $989K | Sell |
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|
2023
Q3 | $899K | Buy |
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|
2023
Q2 | $917K | Hold |
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|
2023
Q1 | $848K | Sell |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $858K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $944K | Buy |
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|
2020
Q4 | $760K | Hold |
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|
2020
Q3 | $665K | Hold |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $2.8M | Buy |
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|
2019
Q4 | $3.28M | Sell |
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|
2019
Q3 | $3.12M | Sell |
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|
2019
Q2 | $3.13M | Buy |
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|
2019
Q1 | $2.94M | Buy |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $207K | Hold |
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|
2017
Q2 | $198K | Hold |
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|
2017
Q1 | $194K | Hold |
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|
2016
Q4 | $184K | Hold |
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|
2016
Q3 | $177K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Buy |
|