EPIQ Capital Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.07M Buy
47,165
+167
+0.4% +$3.79K 0.28% 34
2024
Q3
$1.04M Buy
46,998
+297
+0.6% +$6.59K 0.3% 30
2024
Q2
$982K Hold
46,701
0.35% 28
2024
Q1
$950K Buy
46,701
+132
+0.3% +$2.69K 0.38% 24
2023
Q4
$864K Buy
46,569
+195
+0.4% +$3.62K 0.39% 20
2023
Q3
$771K Buy
46,374
+177
+0.4% +$2.94K 0.4% 23
2023
Q2
$796K Buy
46,197
+177
+0.4% +$3.05K 0.4% 21
2023
Q1
$734K Buy
46,020
+177
+0.4% +$2.82K 0.37% 21
2022
Q4
$685K Buy
45,843
+210
+0.5% +$3.14K 0.37% 22
2022
Q3
$639K Buy
45,633
+198
+0.4% +$2.77K 0.31% 24
2022
Q2
$669K Buy
45,435
+177
+0.4% +$2.61K 0.26% 25
2022
Q1
$805K Buy
45,258
+132
+0.3% +$2.35K 0.22% 28
2021
Q4
$850K Buy
45,126
+168
+0.4% +$3.16K 0.15% 28
2021
Q3
$778K Buy
44,958
+138
+0.3% +$2.39K 0.08% 34
2021
Q2
$779K Buy
44,820
+138
+0.3% +$2.4K 0.08% 29
2021
Q1
$720K Buy
44,682
+132
+0.3% +$2.13K 0.08% 28
2020
Q4
$676K Buy
44,550
+180
+0.4% +$2.73K 0.11% 28
2020
Q3
$589K Buy
44,370
+276
+0.6% +$3.66K 0.08% 27
2020
Q2
$540K Buy
44,094
+180
+0.4% +$2.2K 0.09% 26
2020
Q1
$442K Buy
43,914
+246
+0.6% +$2.48K 0.13% 31
2019
Q4
$559K Buy
+43,668
New +$559K 0.14% 32