Glassman Wealth Services’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 | $401K | Buy |
16,846
+11,267
| +202% | +$268K | 0.06% | 49 |
|
|
2025
Q1 | $120K | Hold |
5,579
| – | – | 0.02% | 81 |
|
|
2024
Q4 | $127K | Buy |
5,579
+1,991
| +55% | +$45.2K | 0.02% | 76 |
|
|
2024
Q3 | $79.6K | Hold |
3,588
| – | – | 0.01% | 93 |
|
|
2024
Q2 | $75.2K | Hold |
3,588
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $73K | Hold |
3,588
| – | – | 0.01% | 99 |
|
|
2023
Q4 | $66.6K | Hold |
3,588
| – | – | 0.01% | 387 |
|
|
2023
Q3 | $59.6K | Hold |
3,588
| – | – | 0.01% | 377 |
|
|
2023
Q2 | $61.8K | Hold |
3,588
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $57.2K | Hold |
3,588
| – | – | 0.01% | 380 |
|
|
2022
Q4 | $53.6K | Hold |
3,588
| – | – | 0.01% | 404 |
|
|
2022
Q3 | $50K | Hold |
3,588
| – | – | 0.01% | 388 |
|
|
2022
Q2 | $53K | Hold |
3,588
| – | – | 0.01% | 378 |
|
|
2022
Q1 | $64K | Hold |
3,588
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $68K | Hold |
3,588
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $62K | Hold |
3,588
| – | – | 0.01% | 317 |
|
|
2021
Q2 | $62K | Hold |
3,588
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $58K | Hold |
3,588
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $54K | Hold |
3,588
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $48K | Hold |
3,588
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $44K | Hold |
3,588
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $36K | Hold |
3,588
| – | – | 0.01% | 269 |
|
|
2019
Q4 | $46K | Hold |
3,588
| – | – | 0.02% | 268 |
|
|
2019
Q3 | $42K | Hold |
3,588
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $42K | Buy |
3,588
+828
| +30% | +$9.69K | 0.02% | 268 |
|
|
2019
Q1 | $31K | Sell |
2,760
-900
| -25% | -$10.1K | 0.01% | 300 |
|
|
2018
Q4 | $37K | Buy |
3,660
+900
| +33% | +$9.1K | 0.02% | 225 |
|
|
2018
Q3 | $32K | Hold |
2,760
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $30K | Hold |
2,760
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $29K | Hold |
2,760
| – | – | 0.02% | 236 |
|
|
2017
Q4 | $30K | Buy |
2,760
+1,152
| +72% | +$12.5K | 0.02% | 209 |
|
|
2017
Q3 | $16K | Hold |
1,608
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $16K | Hold |
1,608
| – | – | 0.01% | 258 |
|
|
2017
Q1 | $15K | Hold |
1,608
| – | – | 0.01% | 298 |
|
|
2016
Q4 | $15K | Hold |
1,608
| – | – | 0.01% | 305 |
|
|
2016
Q3 | $14K | Hold |
1,608
| – | – | 0.01% | 266 |
|
|
2016
Q2 | $13K | Hold |
1,608
| – | – | 0.01% | 287 |
|
|
2016
Q1 | $13K | Hold |
1,608
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $13K | Buy |
+1,608
| New | +$13K | 0.01% | 280 |
|