Intelligence Driven Advisers’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 | $14.1M | Sell |
563,390
-361,757
| -39% | -$9.49M | 2.47% | 11 |
|
|
2025
Q4 | $24.3M | Sell |
925,147
-92,008
| -9% | -$2.4M | 3.47% | 8 |
|
|
2025
Q3 | $26.2M | Sell |
1,017,155
-23,170
| -2% | -$574K | 3.63% | 9 |
|
|
2025
Q2 | $24.8M | Buy |
1,040,325
+433,721
| +71% | +$9.55M | 3.74% | 9 |
|
|
2025
Q1 | $13.1M | Buy |
606,604
+75,172
| +14% | +$1.71M | 2.52% | 13 |
|
|
2024
Q4 | $12.1M | Sell |
531,432
-43,182
| -8% | -$986K | 2.27% | 13 |
|
|
2024
Q3 | $12.7M | Sell |
574,614
-10,932
| -2% | -$233K | 1.82% | 14 |
|
|
2024
Q2 | $12.3M | Sell |
585,546
-12,525
| -2% | -$254K | 1.74% | 14 |
|
|
2024
Q1 | $12.2M | Sell |
598,071
-29,934
| -5% | -$579K | 1.8% | 12 |
|
|
2023
Q4 | $11.8M | Sell |
628,005
-33,288
| -5% | -$575K | 1.9% | 13 |
|
|
2023
Q3 | $10.9M | Sell |
661,293
-13,668
| -2% | -$237K | 1.93% | 15 |
|
|
2023
Q2 | $11.5M | Sell |
674,961
-57,411
| -8% | -$936K | 2.02% | 16 |
|
|
2023
Q1 | $11.6M | Sell |
732,372
-25,683
| -3% | -$402K | 2.08% | 16 |
|
|
2022
Q4 | $11.5M | Sell |
758,055
-41,865
| -5% | -$629K | 2.11% | 15 |
|
|
2022
Q3 | $11.7M | Buy |
799,920
+2,871
| +0.4% | +$44.7K | 2.36% | 14 |
|
|
2022
Q2 | $11.9M | Buy |
797,049
+125,724
| +19% | +$2.02M | 2.34% | 15 |
|
|
2022
Q1 | $11.8M | Sell |
671,325
-15,339
| -2% | -$269K | 2.16% | 14 |
|
|
2021
Q4 | $11.7M | Sell |
686,664
-31,338
| -4% | -$577K | 2.16% | 16 |
|
|
2021
Q3 | $12.5M | Buy |
718,002
+14,718
| +2% | +$262K | 2.81% | 12 |
|
|
2021
Q2 | $12.2M | Sell |
703,284
-44,550
| -6% | -$754K | 2.38% | 14 |
|
|
2021
Q1 | $12.1M | Sell |
747,834
-14,298
| -2% | -$225K | 2.7% | 12 |
|
|
2020
Q4 | $11.6M | Sell |
762,132
-28,008
| -4% | -$399K | 2.59% | 14 |
|
|
2020
Q3 | $10.5M | Sell |
790,140
-1,028,670
| -57% | -$13.5M | 2.46% | 16 |
|
|
2020
Q2 | $22.3M | Buy |
1,818,810
+304,632
| +20% | +$3.51M | 7.88% | 2 |
|
|
2020
Q1 | $15.3M | Buy |
1,514,178
+770,274
| +104% | +$9.32M | 7.07% | 2 |
|
|
2019
Q4 | $9.53M | Buy |
743,904
+88,572
| +14% | +$1.09M | 4.33% | 6 |
|
|
2019
Q3 | $7.76M | Buy |
655,332
+67,944
| +12% | +$803K | 3.67% | 7 |
|
|
2019
Q2 | $6.91M | Buy |
587,388
+286,224
| +95% | +$3.31M | 3.28% | 9 |
|
|
2019
Q1 | $3.42M | Buy |
301,164
+32,598
| +12% | +$356K | 1.87% | 14 |
|
|
2018
Q4 | $2.68M | Buy |
+268,566
| New | +$2.9M | 1.7% | 16 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM