GC
Gilbert & Cook’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 | $452K | Sell |
18,979
-5,296
| -22% | -$126K | 0.06% | 151 |
|
|
2025
Q1 | $523K | Hold |
24,275
| – | – | 0.08% | 134 |
|
|
2024
Q4 | $551K | Buy |
24,275
+15,750
| +185% | +$358K | 0.08% | 124 |
|
|
2024
Q3 | $567K | Hold |
8,525
| – | – | 0.08% | 122 |
|
|
2024
Q2 | $536K | Sell |
8,525
-650
| -7% | -$40.9K | 0.08% | 116 |
|
|
2024
Q1 | $560K | Sell |
9,175
-275
| -3% | -$16.8K | 0.08% | 130 |
|
|
2023
Q4 | $526K | Hold |
9,450
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $471K | Hold |
9,450
| – | – | 0.07% | 130 |
|
|
2023
Q2 | $489K | Hold |
9,450
| – | – | 0.08% | 108 |
|
|
2023
Q1 | $452K | Hold |
9,450
| – | – | 0.08% | 110 |
|
|
2022
Q4 | $423K | Hold |
9,450
| – | – | 0.08% | 120 |
|
|
2022
Q3 | $417K | Hold |
9,450
| – | – | 0.09% | 121 |
|
|
2022
Q2 | $418K | Hold |
9,450
| – | – | 0.08% | 119 |
|
|
2022
Q1 | $505K | Buy |
9,450
+4,725
| +100% | +$253K | 0.08% | 109 |
|
|
2021
Q4 | $534K | Hold |
4,725
| – | – | 0.09% | 107 |
|
|
2021
Q3 | $491K | Hold |
4,725
| – | – | 0.09% | 107 |
|
|
2021
Q2 | $493K | Sell |
4,725
-110
| -2% | -$11.5K | 0.09% | 102 |
|
|
2021
Q1 | $468K | Hold |
4,835
| – | – | 0.09% | 95 |
|
|
2020
Q4 | $440K | Hold |
4,835
| – | – | 0.09% | 88 |
|
|
2020
Q3 | $385K | Hold |
4,835
| – | – | 0.09% | 84 |
|
|
2020
Q2 | $355K | Buy |
+4,835
| New | +$355K | 0.09% | 81 |
|