HCC
Hirtle Callaghan & Co’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 | $509K | Hold |
21,347
| – | – | 0.02% | 82 |
|
|
2025
Q1 | $460K | Sell |
21,347
-490
| -2% | -$10.6K | 0.02% | 86 |
|
|
2024
Q4 | $496K | Buy |
21,837
+14,558
| +200% | +$330K | 0.02% | 87 |
|
|
2024
Q3 | $484K | Buy |
+7,279
| New | +$484K | 0.02% | 78 |
|
|
2017
Q3 | – | Sell |
-1,222
| Closed | -$71K | – | 206 |
|
|
2017
Q2 | $71K | Hold |
1,222
| – | – | 0.01% | 49 |
|
|
2017
Q1 | $70K | Hold |
1,222
| – | – | 0.01% | 53 |
|
|
2016
Q4 | $66K | Buy |
+1,222
| New | +$66K | 0.01% | 54 |
|