Evensky & Katz’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
Q2 | $209M | Sell |
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|
2025
Q1 | $194M | Sell |
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|
2024
Q4 | $212M | Sell |
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|
2024
Q3 | $216M | Sell |
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|
2024
Q2 | $208M | Sell |
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|
2024
Q1 | $207M | Sell |
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|
2023
Q4 | $197M | Sell |
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|
2023
Q3 | $178M | Sell |
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|
2023
Q2 | $195M | Sell |
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|
2023
Q1 | $188M | Sell |
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|
2022
Q4 | $176M | Sell |
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|
2022
Q3 | $166M | Sell |
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|
2022
Q2 | $176M | Sell |
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|
2022
Q1 | $214M | Buy |
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|
2021
Q4 | $226M | Sell |
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|
2021
Q3 | $214M | Sell |
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|
2021
Q2 | $224M | Sell |
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|
2021
Q1 | $213M | Sell |
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|
2020
Q4 | $214M | Sell |
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|
2020
Q3 | $193M | Sell |
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|
2020
Q2 | $188M | Sell |
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|
2020
Q1 | $160M | Sell |
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|
2019
Q4 | $205M | Sell |
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|
2019
Q3 | $199M | Sell |
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|
2019
Q2 | $198M | Buy |
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|
2019
Q1 | $188M | Buy |
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|
2018
Q4 | $159M | Sell |
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|
2018
Q3 | $188M | Buy |
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|
2018
Q2 | $175M | Buy |
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|
2018
Q1 | $163M | Buy |
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|
2017
Q4 | $164M | Buy |
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|
2017
Q3 | $153M | Buy |
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|
2017
Q2 | $146M | Buy |
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|
2017
Q1 | $133M | Buy |
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|
2016
Q4 | $115M | Buy |
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|
2016
Q3 | $106M | Buy |
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|
2016
Q2 | $67M | Buy |
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|
2016
Q1 | $58.4M | Buy |
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|
2015
Q4 | $49.7M | Buy |
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|
2015
Q3 | $39.4M | Buy |
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|
2015
Q2 | $33M | Buy |
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|
2015
Q1 | $24.1M | Buy |
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|
2014
Q4 | $18.1M | Buy |
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|
2014
Q3 | $1.81M | Buy |
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|
2014
Q2 | $746K | Buy |
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|
2014
Q1 | $637K | Buy |
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|
2013
Q4 | $575K | Buy |
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|
2013
Q3 | $497K | Buy |
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|
2013
Q2 | $431K | Buy |
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