FMP
Financial Management Professionals’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
97,836
-5,633
| -5% | -$134K | 0.26% | 38 |
|
|
2025
Q1 | $2.23M | Sell |
103,469
-3,158
| -3% | -$68K | 0.28% | 34 |
|
|
2024
Q4 | $2.42M | Buy |
106,627
+68,997
| +183% | +$1.57M | 0.31% | 45 |
|
|
2024
Q3 | $2.5M | Sell |
37,630
-5,222
| -12% | -$347K | 0.31% | 42 |
|
|
2024
Q2 | $2.69M | Sell |
42,852
-1,499
| -3% | -$94.2K | 0.37% | 35 |
|
|
2024
Q1 | $2.71M | Sell |
44,351
-773
| -2% | -$47.2K | 0.4% | 37 |
|
|
2023
Q4 | $2.51M | Sell |
45,124
-3,593
| -7% | -$200K | 0.41% | 39 |
|
|
2023
Q3 | $2.43M | Sell |
48,717
-1,100
| -2% | -$54.8K | 0.43% | 38 |
|
|
2023
Q2 | $2.58M | Buy |
49,817
+5,805
| +13% | +$300K | 0.43% | 41 |
|
|
2023
Q1 | $2.11M | Sell |
44,012
-1,133
| -3% | -$54.2K | 0.41% | 38 |
|
|
2022
Q4 | $2.02M | Sell |
45,145
-3,430
| -7% | -$154K | 0.41% | 35 |
|
|
2022
Q3 | $2.04M | Sell |
48,575
-1,084
| -2% | -$45.5K | 0.47% | 34 |
|
|
2022
Q2 | $2.19M | Sell |
49,659
-11,110
| -18% | -$491K | 0.53% | 34 |
|
|
2022
Q1 | $3.24M | Buy |
60,769
+30,659
| +102% | +$1.64M | 0.7% | 30 |
|
|
2021
Q4 | $3.4M | Buy |
30,110
+20,413
| +211% | +$2.31M | 0.72% | 35 |
|
|
2021
Q3 | $1.01M | Sell |
9,697
-3,471
| -26% | -$360K | 0.23% | 40 |
|
|
2021
Q2 | $1.37M | Buy |
13,168
+4,320
| +49% | +$450K | 0.35% | 34 |
|
|
2021
Q1 | $856K | Buy |
8,848
+4,111
| +87% | +$398K | 0.23% | 35 |
|
|
2020
Q4 | $431K | Buy |
4,737
+3,038
| +179% | +$276K | 0.12% | 41 |
|
|
2020
Q3 | $135K | Buy |
1,699
+1,146
| +207% | +$91.1K | 0.05% | 80 |
|
|
2020
Q2 | $41K | Sell |
553
-64
| -10% | -$4.75K | 0.01% | 234 |
|
|
2020
Q1 | $37K | Buy |
617
+110
| +22% | +$6.6K | 0.02% | 112 |
|
|
2019
Q4 | $39K | Buy |
507
+363
| +252% | +$27.9K | 0.01% | 116 |
|
|
2019
Q3 | $10K | Sell |
144
-228,817
| -100% | -$15.9M | ﹤0.01% | 184 |
|
|
2019
Q2 | $16.1M | Buy |
228,961
+228,946
| +1,526,307% | +$16.1M | 5.99% | 4 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 268 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 262 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 277 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 268 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $0 | Buy |
15
+10
| +200% | – | ﹤0.01% | 254 |
|
|
2017
Q3 | $0 | Sell |
5
-14
| -74% | – | ﹤0.01% | 263 |
|
|
2017
Q2 | $1K | Sell |
19
-46
| -71% | -$2.42K | ﹤0.01% | 240 |
|
|
2017
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 264 |
|
|
2016
Q4 | $3K | Sell |
65
-400
| -86% | -$18.5K | ﹤0.01% | 225 |
|
|
2016
Q3 | $24K | Sell |
465
-8,341
| -95% | -$431K | 0.01% | 131 |
|
|
2016
Q2 | $442K | Sell |
8,806
-48,622
| -85% | -$2.44M | 0.23% | 25 |
|
|
2016
Q1 | $2.83M | Sell |
57,428
-178,885
| -76% | -$8.82M | 1.47% | 15 |
|
|
2015
Q4 | $11.6M | Buy |
236,313
+48,981
| +26% | +$2.4M | 5.94% | 4 |
|
|
2015
Q3 | $8.69M | Buy |
187,332
+6,854
| +4% | +$318K | 5.88% | 5 |
|
|
2015
Q2 | $9.06M | Sell |
180,478
-62,357
| -26% | -$3.13M | 4.24% | 5 |
|
|
2015
Q1 | $12.3M | Sell |
242,835
-51,456
| -17% | -$2.6M | 5.74% | 5 |
|
|
2014
Q4 | $14.7M | Buy |
294,291
+188,660
| +179% | +$9.4M | 8.1% | 3 |
|
|
2014
Q3 | $5.02M | Sell |
105,631
-1,996
| -2% | -$94.9K | 3.43% | 7 |
|
|
2014
Q2 | $5.14M | Buy |
107,627
+2,739
| +3% | +$131K | 3.4% | 8 |
|
|
2014
Q1 | $4.8M | Buy |
104,888
+104,877
| +953,427% | +$4.79M | 3.3% | 9 |
|
|
2013
Q4 | $0 | Buy |
11
+10
| +1,000% | – | ﹤0.01% | 274 |
|
|
2013
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 281 |
|