Klingman & Associates’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 | $415K | Hold |
17,400
| – | – | 0.02% | 195 |
|
|
2025
Q1 | $375K | Hold |
17,400
| – | – | 0.02% | 191 |
|
|
2024
Q4 | $395K | Buy |
17,400
+570
| +3% | +$12.9K | 0.02% | 178 |
|
|
2024
Q3 | $373K | Hold |
16,830
| – | – | 0.02% | 190 |
|
|
2024
Q2 | $353K | Hold |
16,830
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $342K | Hold |
16,830
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $312K | Hold |
16,830
| – | – | 0.02% | 180 |
|
|
2023
Q3 | $280K | Hold |
16,830
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $290K | Hold |
16,830
| – | – | 0.02% | 173 |
|
|
2023
Q1 | $268K | Buy |
16,830
+2,838
| +20% | +$45.3K | 0.02% | 164 |
|
|
2022
Q4 | $209K | Buy |
+13,992
| New | +$209K | 0.02% | 193 |
|
|
2022
Q3 | – | Sell |
-13,992
| Closed | -$206K | – | 198 |
|
|
2022
Q2 | $206K | Hold |
13,992
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $249K | Hold |
13,992
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $264K | Hold |
13,992
| – | – | 0.02% | 154 |
|
|
2021
Q3 | $242K | Hold |
13,992
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $243K | Hold |
13,992
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $226K | Buy |
+13,992
| New | +$226K | 0.02% | 152 |
|