Ironwood Financial’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 | $941K | Sell |
37,510
-543
| -1% | -$14.2K | 0.16% | 85 |
|
|
2025
Q4 | $1.02M | Sell |
38,053
-699
| -2% | -$18.2K | 0.17% | 84 |
|
|
2025
Q3 | $996K | Sell |
38,752
-69
| -0.2% | -$1.71K | 0.18% | 82 |
|
|
2025
Q2 | $836K | Hold |
38,821
| – | – | 0.18% | 79 |
|
|
2025
Q1 | $836K | Buy |
38,821
+811
| +2% | +$18.4K | 0.18% | 79 |
|
|
2024
Q4 | $863K | Buy |
38,010
+12,399
| +48% | +$283K | 0.18% | 80 |
|
|
2024
Q3 | $568K | Sell |
25,611
-2,346
| -8% | -$50.1K | 0.12% | 100 |
|
|
2024
Q2 | $586K | Sell |
27,957
-4,623
| -14% | -$93.7K | 0.13% | 100 |
|
|
2024
Q1 | $663K | Sell |
32,580
-186
| -0.6% | -$3.6K | 0.15% | 96 |
|
|
2023
Q4 | $608K | Buy |
32,766
+4,359
| +15% | +$75.3K | 0.15% | 98 |
|
|
2023
Q3 | $472K | Sell |
28,407
-1,239
| -4% | -$21.4K | 0.13% | 96 |
|
|
2023
Q2 | $511K | Buy |
29,646
+2,124
| +8% | +$34.6K | 0.13% | 94 |
|
|
2023
Q1 | $439K | Sell |
27,522
-84
| -0.3% | -$1.31K | 0.12% | 101 |
|
|
2022
Q4 | $412K | Buy |
27,606
+4,887
| +22% | +$73.4K | 0.13% | 98 |
|
|
2022
Q3 | $318K | Buy |
22,719
+2,550
| +13% | +$39.7K | 0.11% | 91 |
|
|
2022
Q2 | $297K | Buy |
20,169
+2,253
| +13% | +$36.2K | 0.1% | 102 |
|
|
2022
Q1 | $319K | Buy |
17,916
+1,074
| +6% | +$18.9K | 0.09% | 98 |
|
|
2021
Q4 | $317K | Buy |
16,842
+3,612
| +27% | +$66.5K | 0.09% | 100 |
|
|
2021
Q3 | $229K | Buy |
13,230
+120
| +0.9% | +$2.13K | 0.07% | 109 |
|
|
2021
Q2 | $228K | Buy |
13,110
+486
| +4% | +$8.22K | 0.07% | 107 |
|
|
2021
Q1 | $203K | Sell |
12,624
-648
| -5% | -$10.2K | 0.07% | 106 |
|
|
2020
Q4 | $201K | Buy |
13,272
+1,776
| +15% | +$25.3K | 0.08% | 102 |
|
|
2020
Q3 | $153K | Buy |
11,496
+996
| +9% | +$13.1K | 0.08% | 67 |
|
|
2020
Q2 | $129K | Sell |
10,500
-156
| -1% | -$1.8K | 0.07% | 69 |
|
|
2020
Q1 | $107K | Sell |
10,656
-223,530
| -95% | -$2.7M | 0.07% | 55 |
|
|
2019
Q4 | $3M | Sell |
234,186
-69,390
| -23% | -$851K | 1.38% | 15 |
|
|
2019
Q3 | $3.59M | Buy |
303,576
+19,866
| +7% | +$235K | 1.72% | 13 |
|
|
2019
Q2 | $3.33M | Buy |
283,710
+11,340
| +4% | +$131K | 1.64% | 16 |
|
|
2019
Q1 | $3.09M | Buy |
272,370
+8,736
| +3% | +$95.4K | 1.6% | 17 |
|
|
2018
Q4 | $2.63M | Buy |
263,634
+155,856
| +145% | +$1.69M | 1.48% | 16 |
|
|
2018
Q3 | $1.26M | Buy |
107,778
+14,982
| +16% | +$173K | 0.67% | 29 |
|
|
2018
Q2 | $1.02M | Buy |
92,796
+4,170
| +5% | +$45.6K | 0.59% | 27 |
|
|
2018
Q1 | $942K | Buy |
88,626
+8,322
| +10% | +$91.4K | 1.02% | 20 |
|
|
2017
Q4 | $864K | Sell |
80,304
-2,406
| -3% | -$25.2K | 0.52% | 30 |
|
|
2017
Q3 | $840K | Sell |
82,710
-3,186
| -4% | -$31.6K | 0.52% | 31 |
|
|
2017
Q2 | $837K | Buy |
85,896
+1,032
| +1% | +$9.97K | 0.54% | 27 |
|
|
2017
Q1 | $807K | Sell |
84,864
-4,416
| -5% | -$41.4K | 0.53% | 28 |
|
|
2016
Q4 | $806K | Sell |
89,280
-11,268
| -11% | -$99.3K | 0.57% | 27 |
|
|
2016
Q3 | $877K | Sell |
100,548
-13,980
| -12% | -$121K | 0.63% | 26 |
|
|
2016
Q2 | $960K | Sell |
114,528
-11,946
| -9% | -$99.2K | 0.72% | 26 |
|
|
2016
Q1 | $1.04M | Buy |
+126,474
| New | +$983K | 0.8% | 27 |
|
|
2015
Q3 | $5.21M | Buy |
673,620
+53,688
| +9% | +$441K | 2.56% | 13 |
|
|
2015
Q2 | $5.19M | Buy |
619,932
+1,290
| +0.2% | +$11K | 2.46% | 15 |
|
|
2015
Q1 | $5.21M | Buy |
618,642
+9,282
| +2% | +$77.6K | 2.5% | 13 |
|
|
2014
Q4 | $5.06M | Buy |
+609,360
| New | +$4.93M | 2.79% | 12 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM