Gemmer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.7M | Sell |
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|
2025
Q2 | $27.7M | Sell |
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|
2025
Q1 | $25.2M | Buy |
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|
2024
Q4 | $26.4M | Buy |
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|
2024
Q3 | $25.4M | Sell |
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|
2024
Q2 | $24.7M | Buy |
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|
2024
Q1 | $23.4M | Buy |
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|
2023
Q4 | $21.4M | Buy |
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|
2023
Q3 | $17.1M | Buy |
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|
2023
Q2 | $17.4M | Sell |
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|
2023
Q1 | $16.3M | Sell |
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|
2022
Q4 | $15.4M | Sell |
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|
2022
Q3 | $26M | Sell |
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|
2022
Q2 | $27.7M | Sell |
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|
2022
Q1 | $33.9M | Sell |
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|
2021
Q4 | $37.5M | Sell |
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|
2021
Q3 | $36.3M | Buy |
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|
2021
Q2 | $35.7M | Sell |
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|
2021
Q1 | $33.1M | Buy |
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|
2020
Q4 | $30.6M | Sell |
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|
2020
Q3 | $27.4M | Sell |
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|
2020
Q2 | $25.8M | Buy |
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|
2020
Q1 | $19.9M | Buy |
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|
2019
Q4 | $24.4M | Buy |
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|
2019
Q3 | $22.3M | Buy |
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|
2019
Q2 | $21.4M | Buy |
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|
2019
Q1 | $19M | Buy |
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|
2018
Q4 | $15.5M | Buy |
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|
2018
Q3 | $9.86M | Buy |
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|
2018
Q2 | $8.52M | Buy |
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|
2018
Q1 | $8.13M | Buy |
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|
2017
Q4 | $7.36M | Buy |
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|
2017
Q3 | $6.13M | Buy |
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|
2017
Q2 | $5M | Buy |
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|
2017
Q1 | $3.76M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $2.75M | Buy |
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|
2016
Q2 | $2.12M | Buy |
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|
2016
Q1 | $1.94M | Buy |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $850K | Buy |
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|
2015
Q2 | $771K | Buy |
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|
2015
Q1 | $731K | Buy |
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|
2014
Q4 | $537K | Buy |
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|
2014
Q3 | $369K | Buy |
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|
2014
Q2 | $310K | Buy |
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|
2014
Q1 | $264K | Buy |
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