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

Fiduciary Group’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
2025 Q2	$1.66M	Sell
2025 Q1	$1.52M	Sell
2024 Q4	$1.61M	Sell
2024 Q3	$1.58M	Sell
2024 Q2	$2.32M	Sell
2024 Q1	$2.28M	Sell
2023 Q4	$2.09M	Sell
2023 Q3	$2.11M	Sell
2023 Q2	$2.19M	Sell
2023 Q1	$2.1M	Sell
2022 Q4	$2.07M	Sell
2022 Q3	$2.87M	Sell
2022 Q2	$3.17M	Sell
2022 Q1	$3.02M	Sell
2021 Q4	$3.85M	Sell
2021 Q3	$3.8M	Sell
2021 Q2	$3.69M	Sell
2021 Q1	$3.62M	Sell
2020 Q4	$3.45M	Sell
2020 Q3	$2.95M	Sell
2020 Q2	$2.88M	Sell
2020 Q1	$2.44M	Sell
2019 Q4	$3.23M	Sell
2019 Q3	$3.32M	Sell
2019 Q2	$3.33M	Sell
2019 Q1	$3.22M	Buy
2018 Q4	$2.81M	Buy
2018 Q3	$3.22M	Buy
2018 Q2	$2.98M	Sell
2018 Q1	$2.9M	Buy
2017 Q4	$2.9M	Sell
2017 Q3	$2.8M	Sell
2017 Q2	$2.77M	Buy
2017 Q1	$2.69M	Buy
2016 Q4	$2.49M	Buy
2016 Q3	$2.16M	Buy
2016 Q2	$1.72M	Buy
2016 Q1	$1.62M	Sell
2015 Q4	$1.63M	Buy
2015 Q3	$1.32M	Buy
2015 Q2	$1.21M	Buy