Hendershot Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.19M | Buy |
87,244
+1,528
| +2% | +$40.1K | 0.29% | 44 |
|
|
2025
Q4 | $2.25M | Buy |
85,716
+1,655
| +2% | +$43.1K | 0.29% | 44 |
|
|
2025
Q3 | $2.16M | Sell |
84,061
-1,689
| -2% | -$41.8K | 0.27% | 45 |
|
|
2025
Q2 | $2.04M | Buy |
85,750
+1,682
| +2% | +$37.1K | 0.27% | 46 |
|
|
2025
Q1 | $1.81M | Sell |
84,068
-626
| -0.7% | -$14.2K | 0.25% | 49 |
|
|
2024
Q4 | $1.92M | Sell |
84,694
-836
| -1% | -$19.1K | 0.26% | 48 |
|
|
2024
Q3 | $1.9M | Buy |
85,530
+1,275
| +2% | +$27.2K | 0.26% | 47 |
|
|
2024
Q2 | $1.77M | Buy |
84,255
+66
| +0.1% | +$1.34K | 0.25% | 52 |
|
|
2024
Q1 | $1.71M | Buy |
84,189
+558
| +0.7% | +$10.8K | 0.25% | 52 |
|
|
2023
Q4 | $1.55M | Buy |
83,631
+675
| +0.8% | +$11.7K | 0.24% | 52 |
|
|
2023
Q3 | $1.38M | Buy |
82,956
+633
| +0.8% | +$11K | 0.23% | 54 |
|
|
2023
Q2 | $1.42M | Buy |
82,323
+1,995
| +2% | +$32.5K | 0.23% | 53 |
|
|
2023
Q1 | $1.28M | Sell |
80,328
-1,791
| -2% | -$28K | 0.22% | 56 |
|
|
2022
Q4 | $1.23M | Buy |
82,119
+2,157
| +3% | +$32.4K | 0.21% | 63 |
|
|
2022
Q3 | $1.12M | Sell |
79,962
-8,181
| -9% | -$127K | 0.21% | 68 |
|
|
2022
Q2 | $1.3M | Buy |
88,143
+3,105
| +4% | +$49.8K | 0.23% | 66 |
|
|
2022
Q1 | $1.51M | Sell |
85,038
-1,872
| -2% | -$32.9K | 0.23% | 65 |
|
|
2021
Q4 | $1.64M | Buy |
86,910
+168
| +0.2% | +$3.09K | 0.25% | 65 |
|
|
2021
Q3 | $1.5M | Buy |
86,742
+13,512
| +18% | +$240K | 0.28% | 54 |
|
|
2021
Q2 | $1.27M | Sell |
73,230
-930
| -1% | -$15.7K | 0.28% | 48 |
|
|
2021
Q1 | $1.2M | Buy |
74,160
+2,004
| +3% | +$31.6K | 0.28% | 48 |
|
|
2020
Q4 | $1.09M | Buy |
72,156
+1,020
| +1% | +$14.5K | 0.28% | 49 |
|
|
2020
Q3 | $944K | Buy |
71,136
+486
| +0.7% | +$6.39K | 0.27% | 48 |
|
|
2020
Q2 | $865K | Buy |
70,650
+2,778
| +4% | +$32K | 0.27% | 43 |
|
|
2020
Q1 | $684K | Buy |
67,872
+5,736
| +9% | +$69.4K | 0.25% | 46 |
|
|
2019
Q4 | $796K | Buy |
62,136
+5,052
| +9% | +$62K | 0.24% | 47 |
|
|
2019
Q3 | $676K | Buy |
57,084
+2,190
| +4% | +$25.9K | 0.22% | 47 |
|
|
2019
Q2 | $645K | Buy |
54,894
+4,218
| +8% | +$48.7K | 0.21% | 48 |
|
|
2019
Q1 | $575K | Buy |
50,676
+6,012
| +13% | +$65.6K | 0.2% | 48 |
|
|
2018
Q4 | $446K | Buy |
44,664
+2,886
| +7% | +$31.2K | 0.18% | 50 |
|
|
2018
Q3 | $490K | Buy |
41,778
+3,708
| +10% | +$42.7K | 0.17% | 49 |
|
|
2018
Q2 | $419K | Buy |
38,070
+1,464
| +4% | +$16K | 0.16% | 50 |
|
|
2018
Q1 | $389K | Buy |
36,606
+696
| +2% | +$7.65K | 0.16% | 51 |
|
|
2017
Q4 | $386K | Buy |
35,910
+3,018
| +9% | +$31.6K | 0.16% | 55 |
|
|
2017
Q3 | $334K | Buy |
32,892
+1,752
| +6% | +$17.4K | 0.14% | 57 |
|
|
2017
Q2 | $303K | Buy |
31,140
+4,380
| +16% | +$42.3K | 0.14% | 57 |
|
|
2017
Q1 | $254K | Buy |
+26,760
| New | +$251K | 0.12% | 58 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM