IMA Advisory Services’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 | $20.3M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $18.6M | Sell |
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|
2024
Q3 | $18.5M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $13.9M | Sell |
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|
2023
Q2 | $14.6M | Buy |
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|
2023
Q1 | $13.3M | Buy |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $11.5M | Sell |
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|
2022
Q2 | $12.3M | Buy |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $13.6M | Sell |
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|
2021
Q2 | $13.9M | Sell |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $12.1M | Buy |
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|
2020
Q3 | $8M | Sell |
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|
2020
Q2 | $7.39M | Sell |
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|
2020
Q1 | $7.95M | Sell |
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|
2019
Q4 | $10.2M | Sell |
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|
2019
Q3 | $9.53M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $11.1M | Buy |
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|
2018
Q4 | $8.79M | Sell |
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|
2018
Q3 | $10.4M | Sell |
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|
2018
Q2 | $9.9M | Sell |
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|
2018
Q1 | $11M | Sell |
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $9.78M | Buy |
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|
2017
Q2 | $8.92M | Buy |
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|
2017
Q1 | $3.92M | Buy |
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|
2016
Q4 | $3.44M | Buy |
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|
2016
Q3 | $2.37M | Buy |
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|
2016
Q2 | $1.81M | Buy |
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|
2016
Q1 | $1.76M | Sell |
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|
2015
Q4 | $2.73M | Buy |
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|
2015
Q3 | $2.52M | Buy |
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|
2015
Q2 | $2.79M | Buy |
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|
2015
Q1 | $2.75M | Buy |
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|
2014
Q4 | $1.8M | Buy |
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|
2014
Q3 | $301K | Buy |
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|
2014
Q2 | $290K | Sell |
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|
2014
Q1 | $282K | Buy |
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|
2013
Q4 | $256K | Buy |
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