Investors Research Corp’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
5,310
| – | – | 0.02% | 353 |
|
|
2025
Q1 | $114K | Sell |
5,310
-1,176
| -18% | -$25.3K | 0.02% | 364 |
|
|
2024
Q4 | $147K | Hold |
6,486
| – | – | 0.03% | 339 |
|
|
2024
Q3 | $144K | Buy |
6,486
+1,176
| +22% | +$26.1K | 0.03% | 349 |
|
|
2024
Q2 | $111K | Hold |
5,310
| – | – | 0.03% | 390 |
|
|
2024
Q1 | $108K | Hold |
5,310
| – | – | 0.03% | 392 |
|
|
2023
Q4 | $98.5K | Hold |
5,310
| – | – | 0.02% | 421 |
|
|
2023
Q3 | $88.2K | Hold |
5,310
| – | – | 0.02% | 429 |
|
|
2023
Q2 | $91.5K | Sell |
5,310
-4,689
| -47% | -$80.8K | 0.02% | 429 |
|
|
2023
Q1 | $159K | Hold |
9,999
| – | – | 0.04% | 356 |
|
|
2022
Q4 | $149K | Hold |
9,999
| – | – | 0.04% | 366 |
|
|
2022
Q3 | $140K | Hold |
9,999
| – | – | 0.04% | 349 |
|
|
2022
Q2 | $147K | Hold |
9,999
| – | – | 0.04% | 348 |
|
|
2022
Q1 | $178K | Sell |
9,999
-3
| -0% | -$53 | 0.05% | 334 |
|
|
2021
Q4 | $188K | Hold |
10,002
| – | – | 0.06% | 320 |
|
|
2021
Q3 | $173K | Sell |
10,002
-18
| -0.2% | -$311 | 0.06% | 309 |
|
|
2021
Q2 | $174K | Sell |
10,020
-162
| -2% | -$2.81K | 0.06% | 311 |
|
|
2021
Q1 | $164K | Hold |
10,182
| – | – | 0.06% | 320 |
|
|
2020
Q4 | $154K | Buy |
10,182
+18
| +0.2% | +$272 | 0.06% | 339 |
|
|
2020
Q3 | $135K | Sell |
10,164
-2,622
| -21% | -$34.8K | 0.07% | 334 |
|
|
2020
Q2 | $157K | Buy |
12,786
+18
| +0.1% | +$221 | 0.08% | 292 |
|
|
2020
Q1 | $129K | Buy |
12,768
+24
| +0.2% | +$242 | 0.08% | 289 |
|
|
2019
Q4 | $163K | Buy |
12,744
+54
| +0.4% | +$691 | 0.08% | 317 |
|
|
2019
Q3 | $150K | Buy |
12,690
+18
| +0.1% | +$213 | 0.08% | 306 |
|
|
2019
Q2 | $149K | Buy |
12,672
+12
| +0.1% | +$141 | 0.08% | 304 |
|
|
2019
Q1 | $144K | Buy |
+12,660
| New | +$144K | 0.08% | 316 |
|