Evensky & Katz’s Schwab US Broad Market ETF SCHB Stock Holding History

Evensky & Katz’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205M	Sell	8,165,499 -115,344	-1%	-$3.03M	11.66%	3
2025 Q4	$217M	Sell	8,280,843 -212,118	-2%	-$5.52M	12.25%	2
2025 Q3	$218M	Sell	8,492,961 -287,371	-3%	-$7.11M	12.67%	1
2025 Q2	$209M	Sell	8,780,332 -240,407	-3%	-$5.3M	12.78%	1
2025 Q1	$194M	Sell	9,020,739 -304,374	-3%	-$6.92M	13.03%	1
2024 Q4	$212M	Sell	9,325,113 -397,803	-4%	-$9.09M	13.85%	1
2024 Q3	$216M	Sell	9,722,916 -185,634	-2%	-$3.96M	14.04%	1
2024 Q2	$208M	Sell	9,908,550 -276,495	-3%	-$5.6M	14.46%	1
2024 Q1	$207M	Sell	10,185,045 -416,910	-4%	-$8.07M	14.63%	1
2023 Q4	$197M	Sell	10,601,955 -85,962	-0.8%	-$1.48M	14.8%	1
2023 Q3	$178M	Sell	10,687,917 -621,711	-5%	-$10.8M	15.17%	1
2023 Q2	$195M	Sell	11,309,628 -456,735	-4%	-$7.45M	14.78%	1
2023 Q1	$188M	Sell	11,766,363 -1,290	-0%	-$20.2K	15.15%	1
2022 Q4	$176M	Sell	11,767,653 -85,710	-0.7%	-$1.29M	15.85%	1
2022 Q3	$166M	Sell	11,853,363 -79,113	-0.7%	-$1.23M	19.64%	1
2022 Q2	$176M	Sell	11,932,476 -88,374	-0.7%	-$1.42M	20.07%	1
2022 Q1	$214M	Buy	12,020,850 +11,034	+0.1%	+$194K	21.15%	1
2021 Q4	$226M	Sell	12,009,816 -326,484	-3%	-$6.01M	21.79%	1
2021 Q3	$214M	Sell	12,336,300 -561,678	-4%	-$9.99M	22.31%	1
2021 Q2	$224M	Sell	12,897,978 -334,578	-3%	-$5.66M	22.86%	1
2021 Q1	$213M	Sell	13,232,556 -910,830	-6%	-$14.4M	23.58%	1
2020 Q4	$214M	Sell	14,143,386 -363,876	-3%	-$5.18M	26.53%	1
2020 Q3	$193M	Sell	14,507,262 -852,780	-6%	-$11.2M	26.1%	1
2020 Q2	$188M	Sell	15,360,042 -503,040	-3%	-$5.8M	27.15%	1
2020 Q1	$160M	Sell	15,863,082 -140,802	-0.9%	-$1.7M	25.11%	1
2019 Q4	$205M	Sell	16,003,884 -788,442	-5%	-$9.67M	28.49%	1
2019 Q3	$199M	Sell	16,792,326 -58,050	-0.3%	-$686K	27.14%	1
2019 Q2	$198M	Buy	16,850,376 +307,002	+2%	+$3.55M	27.41%	1
2019 Q1	$188M	Buy	16,543,374 +641,430	+4%	+$7M	26.25%	1
2018 Q4	$159M	Sell	15,901,944 -134,970	-0.8%	-$1.46M	26.43%	1
2018 Q3	$188M	Buy	16,036,914 +103,920	+0.7%	+$1.2M	27.83%	1
2018 Q2	$175M	Buy	15,932,994 +559,938	+4%	+$6.12M	30.7%	1
2018 Q1	$163M	Buy	15,373,056 +100,842	+0.7%	+$1.11M	28.19%	1
2017 Q4	$164M	Buy	15,272,214 +182,058	+1%	+$1.91M	26.99%	1
2017 Q3	$153M	Buy	15,090,156 +108,150	+0.7%	+$1.07M	26.44%	1
2017 Q2	$146M	Buy	14,982,006 +999,972	+7%	+$9.66M	26.14%	1
2017 Q1	$133M	Buy	13,982,034 +1,266,864	+10%	+$11.9M	24.44%	1
2016 Q4	$115M	Buy	12,715,170 +549,078	+5%	+$4.84M	22.01%	2
2016 Q3	$106M	Buy	12,166,092 +4,173,336	+52%	+$36.2M	21.12%	2
2016 Q2	$67M	Buy	7,992,756 +884,238	+12%	+$7.34M	14.82%	2
2016 Q1	$58.4M	Buy	7,108,518 +1,022,670	+17%	+$7.95M	13.65%	2
2015 Q4	$49.7M	Buy	6,085,848 +990,960	+19%	+$8.17M	11.91%	2
2015 Q3	$39.4M	Buy	5,094,888 +1,147,890	+29%	+$9.43M	10.83%	2
2015 Q2	$33M	Buy	3,946,998 +1,076,472	+38%	+$9.2M	8.69%	2
2015 Q1	$24.1M	Buy	2,870,526 +690,522	+32%	+$5.77M	6.51%	3
2014 Q4	$18.1M	Buy	2,180,004 +1,962,012	+900%	+$15.9M	5.39%	3
2014 Q3	$1.81M	Buy	217,992 +124,158	+132%	+$993K	0.55%	20
2014 Q2	$746K	Buy	93,834 +10,122	+12%	+$78.1K	0.28%	12
2014 Q1	$637K	Buy	83,712 +6,942	+9%	+$51.9K	0.25%	13
2013 Q4	$575K	Buy	76,770 +4,062	+6%	+$29.2K	0.22%	13
2013 Q3	$497K	Buy	72,708 +6,156	+9%	+$41.8K	0.21%	13
2013 Q2	$431K	Buy	+66,552	New	+$432K	0.19%	16