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LaSalle St. Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

LaSalle St. Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798K Hold
31,787
– – 0.11% 144
2025
Q4 		$833K Sell
31,787
-1,900
-6% -$49.5K 0.13% 126
2025
Q3 		$866K Hold
33,687
– – 0.16% 108
2025
Q2 		$802K Hold
33,687
– – 0.22% 102
2025
Q1 		$725K Sell
33,687
-5,784
-15% -$132K 0.17% 113
2024
Q4 		$895K Hold
39,471
– – 0.28% 72
2024
Q3 		$875K Buy
39,471
+45
+0.1% +$961 0.34% 52
2024
Q2 		$826K Hold
39,426
– – 0.41% 45
2024
Q1 		$731K Hold
39,426
– – 0.41% 39
2023
Q4 		$7.32M Sell
39,426
-1,188
-3% -$20.5K 0.49% 36
2023
Q3 		$674K Buy
+40,614
New +$703K 0.33% 41
2023
Q2 		– Sell
-40,614
Closed -$647K – 134
2023
Q1 		$647K Sell
40,614
-5,439
-12% -$85K 0.29% 52
2022
Q4 		$687K Buy
+46,053
New +$692K 0.32% 44

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