IDA
Intelligence Driven Advisers’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 | $24.8M | Buy |
1,040,325
+433,721
| +71% | +$10.3M | 3.74% | 9 |
|
|
2025
Q1 | $13.1M | Buy |
606,604
+75,172
| +14% | +$1.62M | 2.52% | 13 |
|
|
2024
Q4 | $12.1M | Buy |
531,432
+339,894
| +177% | +$7.72M | 2.27% | 13 |
|
|
2024
Q3 | $12.7M | Sell |
191,538
-3,644
| -2% | -$242K | 1.82% | 14 |
|
|
2024
Q2 | $12.3M | Sell |
195,182
-4,175
| -2% | -$262K | 1.74% | 14 |
|
|
2024
Q1 | $12.2M | Sell |
199,357
-9,978
| -5% | -$609K | 1.8% | 12 |
|
|
2023
Q4 | $11.8M | Sell |
209,335
-11,096
| -5% | -$624K | 1.9% | 13 |
|
|
2023
Q3 | $10.9M | Sell |
220,431
-4,556
| -2% | -$225K | 1.93% | 15 |
|
|
2023
Q2 | $11.5M | Sell |
224,987
-19,137
| -8% | -$980K | 2.02% | 16 |
|
|
2023
Q1 | $11.6M | Sell |
244,124
-8,561
| -3% | -$407K | 2.08% | 16 |
|
|
2022
Q4 | $11.5M | Sell |
252,685
-13,955
| -5% | -$634K | 2.11% | 15 |
|
|
2022
Q3 | $11.7M | Buy |
266,640
+957
| +0.4% | +$42.1K | 2.36% | 14 |
|
|
2022
Q2 | $11.9M | Buy |
265,683
+41,908
| +19% | +$1.88M | 2.34% | 15 |
|
|
2022
Q1 | $11.8M | Buy |
223,775
+109,331
| +96% | +$5.77M | 2.16% | 14 |
|
|
2021
Q4 | $11.7M | Sell |
114,444
-5,223
| -4% | -$536K | 2.16% | 16 |
|
|
2021
Q3 | $12.5M | Buy |
119,667
+2,453
| +2% | +$257K | 2.81% | 12 |
|
|
2021
Q2 | $12.2M | Sell |
117,214
-7,425
| -6% | -$774K | 2.38% | 14 |
|
|
2021
Q1 | $12.1M | Sell |
124,639
-2,383
| -2% | -$230K | 2.7% | 12 |
|
|
2020
Q4 | $11.6M | Sell |
127,022
-4,668
| -4% | -$425K | 2.59% | 14 |
|
|
2020
Q3 | $10.5M | Sell |
131,690
-171,445
| -57% | -$13.7M | 2.46% | 16 |
|
|
2020
Q2 | $22.3M | Buy |
303,135
+50,772
| +20% | +$3.73M | 7.88% | 2 |
|
|
2020
Q1 | $15.3M | Buy |
252,363
+128,379
| +104% | +$7.76M | 7.07% | 2 |
|
|
2019
Q4 | $9.53M | Buy |
123,984
+14,762
| +14% | +$1.13M | 4.33% | 6 |
|
|
2019
Q3 | $7.76M | Buy |
109,222
+11,324
| +12% | +$804K | 3.67% | 7 |
|
|
2019
Q2 | $6.91M | Buy |
97,898
+47,704
| +95% | +$3.36M | 3.28% | 9 |
|
|
2019
Q1 | $3.42M | Buy |
50,194
+5,433
| +12% | +$370K | 1.87% | 14 |
|
|
2018
Q4 | $2.68M | Buy |
+44,761
| New | +$2.68M | 1.7% | 16 |
|