Empirical Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+9,007
| New | +$215K | 0.07% | 296 |
|
|
2025
Q1 | – | Sell |
-10,640
| Closed | -$242K | – | 435 |
|
|
2024
Q4 | $242K | Buy |
10,640
+77
| +0.7% | +$1.75K | 0.08% | 266 |
|
|
2024
Q3 | $234K | Buy |
10,563
+90
| +0.9% | +$2K | 0.08% | 259 |
|
|
2024
Q2 | $219K | Buy |
10,473
+192
| +2% | +$4.02K | 0.08% | 296 |
|
|
2024
Q1 | $209K | Buy |
+10,281
| New | +$209K | 0.1% | 253 |
|