Fiduciary Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.72M | Sell |
68,702
-1,885
| -3% | -$49.5K | 0.15% | 117 |
|
|
2025
Q4 | $1.85M | Buy |
70,587
+1,216
| +2% | +$31.7K | 0.16% | 114 |
|
|
2025
Q3 | $1.78M | Sell |
69,371
-315
| -0.5% | -$7.8K | 0.16% | 118 |
|
|
2025
Q2 | $1.66M | Sell |
69,686
-703
| -1% | -$15.5K | 0.16% | 119 |
|
|
2025
Q1 | $1.52M | Sell |
70,389
-382
| -0.5% | -$8.69K | 0.15% | 122 |
|
|
2024
Q4 | $1.61M | Sell |
70,771
-557
| -0.8% | -$12.7K | 0.16% | 117 |
|
|
2024
Q3 | $1.58M | Sell |
71,328
-39,306
| -36% | -$839K | 0.16% | 110 |
|
|
2024
Q2 | $2.32M | Sell |
110,634
-1,215
| -1% | -$24.6K | 0.25% | 85 |
|
|
2024
Q1 | $2.28M | Sell |
111,849
-876
| -0.8% | -$17K | 0.25% | 88 |
|
|
2023
Q4 | $2.09M | Sell |
112,725
-14,262
| -11% | -$246K | 0.25% | 86 |
|
|
2023
Q3 | $2.11M | Sell |
126,987
-381
| -0.3% | -$6.59K | 0.27% | 78 |
|
|
2023
Q2 | $2.19M | Sell |
127,368
-4,566
| -3% | -$74.4K | 0.27% | 80 |
|
|
2023
Q1 | $2.1M | Sell |
131,934
-6,624
| -5% | -$104K | 0.27% | 81 |
|
|
2022
Q4 | $2.07M | Sell |
138,558
-46,920
| -25% | -$705K | 0.28% | 83 |
|
|
2022
Q3 | $2.87M | Sell |
185,478
-6,549
| -3% | -$102K | 0.37% | 66 |
|
|
2022
Q2 | $3.17M | Sell |
192,027
-5,448
| -3% | -$87.4K | 0.4% | 65 |
|
|
2022
Q1 | $3.02M | Sell |
197,475
-7,101
| -3% | -$125K | 0.4% | 63 |
|
|
2021
Q4 | $3.85M | Sell |
204,576
-2,292
| -1% | -$42.2K | 0.43% | 57 |
|
|
2021
Q3 | $3.8M | Sell |
206,868
-1,806
| -0.9% | -$32.1K | 0.43% | 59 |
|
|
2021
Q2 | $3.69M | Sell |
208,674
-5,184
| -2% | -$87.7K | 0.43% | 59 |
|
|
2021
Q1 | $3.62M | Sell |
213,858
-798
| -0.4% | -$12.6K | 0.44% | 58 |
|
|
2020
Q4 | $3.45M | Sell |
214,656
-7,512
| -3% | -$107K | 0.46% | 54 |
|
|
2020
Q3 | $2.95M | Sell |
222,168
-13,032
| -6% | -$171K | 0.45% | 53 |
|
|
2020
Q2 | $2.88M | Sell |
235,200
-7,038
| -3% | -$81.1K | 0.48% | 47 |
|
|
2020
Q1 | $2.44M | Sell |
242,238
-10,218
| -4% | -$124K | 0.48% | 48 |
|
|
2019
Q4 | $3.23M | Sell |
252,456
-28,104
| -10% | -$345K | 0.52% | 47 |
|
|
2019
Q3 | $3.32M | Sell |
280,560
-2,862
| -1% | -$33.8K | 0.58% | 48 |
|
|
2019
Q2 | $3.33M | Sell |
283,422
-666
| -0.2% | -$7.69K | 0.6% | 47 |
|
|
2019
Q1 | $3.22M | Buy |
284,088
+3,150
| +1% | +$34.4K | 0.6% | 48 |
|
|
2018
Q4 | $2.81M | Buy |
280,938
+6,774
| +2% | +$73.2K | 0.58% | 50 |
|
|
2018
Q3 | $3.22M | Buy |
274,164
+2,988
| +1% | +$34.4K | 0.63% | 47 |
|
|
2018
Q2 | $2.98M | Sell |
271,176
-1,212
| -0.4% | -$13.3K | 0.63% | 48 |
|
|
2018
Q1 | $2.9M | Buy |
272,388
+2,982
| +1% | +$32.8K | 0.63% | 48 |
|
|
2017
Q4 | $2.9M | Sell |
269,406
-6,576
| -2% | -$69K | 0.62% | 48 |
|
|
2017
Q3 | $2.8M | Sell |
275,982
-8,490
| -3% | -$84.3K | 0.63% | 50 |
|
|
2017
Q2 | $2.77M | Buy |
284,472
+1,308
| +0.5% | +$12.6K | 0.64% | 49 |
|
|
2017
Q1 | $2.69M | Buy |
283,164
+7,224
| +3% | +$67.8K | 0.64% | 50 |
|
|
2016
Q4 | $2.49M | Buy |
275,940
+27,762
| +11% | +$245K | 0.64% | 49 |
|
|
2016
Q3 | $2.16M | Buy |
248,178
+43,332
| +21% | +$376K | 0.59% | 55 |
|
|
2016
Q2 | $1.72M | Buy |
204,846
+7,872
| +4% | +$65.3K | 0.48% | 63 |
|
|
2016
Q1 | $1.62M | Sell |
196,974
-2,646
| -1% | -$20.6K | 0.47% | 61 |
|
|
2015
Q4 | $1.63M | Buy |
199,620
+29,262
| +17% | +$241K | 0.49% | 63 |
|
|
2015
Q3 | $1.32M | Buy |
170,358
+25,344
| +17% | +$208K | 0.44% | 75 |
|
|
2015
Q2 | $1.21M | Buy |
+145,014
| New | +$1.24M | 0.38% | 85 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM