Financial Engines Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
232,974
-28,061
| -11% | -$669K | 0.01% | 137 |
|
|
2025
Q1 | $5.62M | Sell |
261,035
-2,013
| -0.8% | -$43.3K | 0.01% | 124 |
|
|
2024
Q4 | $5.97M | Buy |
263,048
+52,370
| +25% | +$1.19M | 0.01% | 127 |
|
|
2024
Q3 | $3.9M | Buy |
210,678
+31,404
| +18% | +$581K | 0.01% | 137 |
|
|
2024
Q2 | $3.76M | Buy |
179,274
+121,353
| +210% | +$2.55M | 0.01% | 136 |
|
|
2024
Q1 | $1.18M | Sell |
57,921
-174
| -0.3% | -$3.54K | ﹤0.01% | 188 |
|
|
2023
Q4 | $1.08M | Buy |
58,095
+31,443
| +118% | +$584K | ﹤0.01% | 180 |
|
|
2023
Q3 | $443K | Buy |
26,652
+4,341
| +19% | +$72.1K | ﹤0.01% | 210 |
|
|
2023
Q2 | $384K | Buy |
+22,311
| New | +$384K | ﹤0.01% | 228 |
|
|
2022
Q3 | – | Sell |
-62,814
| Closed | -$925K | – | 302 |
|
|
2022
Q2 | $925K | Sell |
62,814
-252
| -0.4% | -$3.71K | ﹤0.01% | 164 |
|
|
2022
Q1 | $1.12M | Buy |
63,066
+162
| +0.3% | +$2.88K | ﹤0.01% | 157 |
|
|
2021
Q4 | $1.19M | Buy |
62,904
+18
| +0% | +$339 | ﹤0.01% | 114 |
|
|
2021
Q3 | $1.09M | Buy |
+62,886
| New | +$1.09M | ﹤0.01% | 108 |
|
|
2021
Q2 | – | Sell |
-57,288
| Closed | -$923K | – | 252 |
|
|
2021
Q1 | $923K | Buy |
+57,288
| New | +$923K | ﹤0.01% | 121 |
|
|
2020
Q3 | – | Sell |
-22,296
| Closed | -$273K | – | 254 |
|
|
2020
Q2 | $273K | Buy |
+22,296
| New | +$273K | ﹤0.01% | 162 |
|