Janney Montgomery Scott’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 | $3.06M | Buy |
128,548
+8,897
| +7% | +$212K | 0.01% | 1021 |
|
|
2025
Q1 | $2.58M | Sell |
119,651
-1,672
| -1% | -$36K | 0.01% | 1059 |
|
|
2024
Q4 | $2.75M | Sell |
121,323
-7,440
| -6% | -$169K | 0.01% | 1019 |
|
|
2024
Q3 | $2.86M | Sell |
128,763
-792
| -0.6% | -$17.6K | 0.01% | 970 |
|
|
2024
Q2 | $2.72M | Sell |
129,555
-1,152
| -0.9% | -$24.1K | 0.01% | 961 |
|
|
2024
Q1 | $2.66M | Buy |
130,707
+2,511
| +2% | +$51.1K | 0.01% | 1023 |
|
|
2023
Q4 | $2.38M | Buy |
128,196
+1,197
| +0.9% | +$22.2K | 0.01% | 1031 |
|
|
2023
Q3 | $2.11M | Buy |
126,999
+9,930
| +8% | +$165K | 0.01% | 1000 |
|
|
2023
Q2 | $2.02M | Buy |
117,069
+8,061
| +7% | +$139K | 0.01% | 1062 |
|
|
2023
Q1 | $1.74M | Sell |
109,008
-777
| -0.7% | -$12.4K | 0.01% | 1039 |
|
|
2022
Q4 | $1.64M | Buy |
109,785
+48,279
| +78% | +$721K | 0.01% | 1118 |
|
|
2022
Q3 | $861K | Sell |
61,506
-2,016
| -3% | -$28.2K | ﹤0.01% | 1384 |
|
|
2022
Q2 | $946K | Sell |
63,522
-4,095
| -6% | -$61K | ﹤0.01% | 1280 |
|
|
2022
Q1 | $1.2M | Buy |
67,617
+2,211
| +3% | +$39.3K | 0.01% | 1157 |
|
|
2021
Q4 | $1.23M | Buy |
65,406
+24,192
| +59% | +$456K | ﹤0.01% | 1215 |
|
|
2021
Q3 | $713K | Buy |
41,214
+14,424
| +54% | +$250K | ﹤0.01% | 1462 |
|
|
2021
Q2 | $466K | Buy |
+26,790
| New | +$466K | ﹤0.01% | 1677 |
|