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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Sell	69,686 -703	-1%	-$16.8K	0.16%	119
2025 Q1	$1.52M	Sell	70,389 -382	-0.5%	-$8.22K	0.15%	122
2024 Q4	$1.61M	Sell	70,771 -557	-0.8%	-$12.6K	0.16%	117
2024 Q3	$1.58M	Sell	71,328 -39,306	-36%	-$872K	0.16%	110
2024 Q2	$2.32M	Sell	110,634 -1,215	-1%	-$25.5K	0.25%	85
2024 Q1	$2.28M	Sell	111,849 -876	-0.8%	-$17.8K	0.25%	88
2023 Q4	$2.09M	Sell	112,725 -14,262	-11%	-$265K	0.25%	86
2023 Q3	$2.11M	Sell	126,987 -381	-0.3%	-$6.33K	0.27%	78
2023 Q2	$2.19M	Sell	127,368 -4,566	-3%	-$78.7K	0.27%	80
2023 Q1	$2.1M	Sell	131,934 -6,624	-5%	-$106K	0.27%	81
2022 Q4	$2.07M	Sell	138,558 -46,920	-25%	-$701K	0.28%	83
2022 Q3	$2.87M	Sell	185,478 -6,549	-3%	-$101K	0.37%	66
2022 Q2	$3.17M	Sell	192,027 -5,448	-3%	-$89.9K	0.4%	65
2022 Q1	$3.02M	Sell	197,475 -7,101	-3%	-$108K	0.4%	63
2021 Q4	$3.85M	Sell	204,576 -2,292	-1%	-$43.2K	0.43%	57
2021 Q3	$3.8M	Sell	206,868 -1,806	-0.9%	-$33.2K	0.43%	59
2021 Q2	$3.7M	Sell	208,674 -5,184	-2%	-$91.8K	0.43%	59
2021 Q1	$3.62M	Sell	213,858 -798	-0.4%	-$13.5K	0.44%	58
2020 Q4	$3.45M	Sell	214,656 -7,512	-3%	-$121K	0.46%	54
2020 Q3	$2.95M	Sell	222,168 -13,032	-6%	-$173K	0.45%	53
2020 Q2	$2.88M	Sell	235,200 -7,038	-3%	-$86.2K	0.48%	47
2020 Q1	$2.44M	Sell	242,238 -10,218	-4%	-$103K	0.48%	48
2019 Q4	$3.24M	Sell	252,456 -28,104	-10%	-$360K	0.52%	47
2019 Q3	$3.32M	Sell	280,560 -2,862	-1%	-$33.9K	0.58%	48
2019 Q2	$3.33M	Sell	283,422 -666	-0.2%	-$7.83K	0.6%	47
2019 Q1	$3.22M	Buy	284,088 +3,150	+1%	+$35.7K	0.6%	48
2018 Q4	$2.81M	Buy	280,938 +6,774	+2%	+$67.7K	0.58%	50
2018 Q3	$3.22M	Buy	274,164 +2,988	+1%	+$35.1K	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%	+$31.7K	0.63%	48
2017 Q4	$2.9M	Sell	269,406 -6,576	-2%	-$70.7K	0.62%	48
2017 Q3	$2.8M	Sell	275,982 -8,490	-3%	-$86.2K	0.63%	50
2017 Q2	$2.77M	Buy	284,472 +1,308	+0.5%	+$12.7K	0.64%	49
2017 Q1	$2.69M	Buy	283,164 +7,224	+3%	+$68.7K	0.64%	50
2016 Q4	$2.49M	Buy	275,940 +27,762	+11%	+$251K	0.64%	49
2016 Q3	$2.16M	Buy	248,178 +43,332	+21%	+$378K	0.59%	55
2016 Q2	$1.72M	Buy	204,846 +7,872	+4%	+$66K	0.48%	63
2016 Q1	$1.62M	Sell	196,974 -2,646	-1%	-$21.7K	0.47%	61
2015 Q4	$1.63M	Buy	199,620 +29,262	+17%	+$239K	0.49%	63
2015 Q3	$1.32M	Buy	170,358 +25,344	+17%	+$196K	0.44%	75
2015 Q2	$1.21M	Buy	+145,014	New	+$1.21M	0.38%	85