Hengehold Capital 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
Q2 | $201M | Sell |
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|
2025
Q1 | $194M | Buy |
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|
2024
Q4 | $203M | Sell |
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|
2024
Q3 | $203M | Buy |
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|
2024
Q2 | $190M | Sell |
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|
2024
Q1 | $184M | Buy |
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|
2023
Q4 | $168M | Buy |
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|
2023
Q3 | $149M | Buy |
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|
2023
Q2 | $143M | Buy |
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|
2023
Q1 | $116M | Buy |
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|
2022
Q4 | $100M | Sell |
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|
2022
Q3 | $94.9M | Sell |
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|
2022
Q2 | $103M | Buy |
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|
2022
Q1 | $103M | Sell |
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|
2021
Q4 | $120M | Buy |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $108M | Buy |
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|
2021
Q1 | $74.8M | Buy |
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|
2020
Q4 | $65.7M | Buy |
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|
2020
Q3 | $50.3M | Buy |
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|
2020
Q2 | $41.9M | Buy |
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|
2020
Q1 | $33.9M | Sell |
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|
2019
Q4 | $49.9M | Buy |
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|
2019
Q3 | $45.9M | Buy |
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|
2019
Q2 | $38.8M | Buy |
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|
2019
Q1 | $24.5M | Buy |
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|
2018
Q4 | $19.9M | Buy |
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|
2018
Q3 | $14.8M | Buy |
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|
2018
Q2 | $12.1M | Buy |
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|
2018
Q1 | $5.43M | Buy |
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|
2017
Q4 | $5.29M | Sell |
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|
2017
Q3 | $5.02M | Sell |
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|
2017
Q2 | $4.87M | Sell |
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|
2017
Q1 | $4.78M | Buy |
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|
2016
Q4 | $4.45M | Sell |
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|
2016
Q3 | $4.45M | Sell |
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|
2016
Q2 | $6.85M | Buy |
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|
2016
Q1 | $6.61M | Sell |
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|
2015
Q4 | $6.76M | Buy |
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|
2015
Q3 | $6.2M | Sell |
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|
2015
Q2 | $39.1M | Sell |
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|
2015
Q1 | $39.6M | Buy |
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|
2014
Q4 | $38.3M | Buy |
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|
2014
Q3 | $29.3M | Buy |
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|
2014
Q2 | $29.1M | Buy |
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|
2014
Q1 | $27.8M | Buy |
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|
2013
Q4 | $11.6M | Buy |
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