LaSalle St. Investment Advisors’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 | $802K | Hold |
33,687
| – | – | 0.22% | 102 |
|
|
2025
Q1 | $725K | Sell |
33,687
-5,784
| -15% | -$124K | 0.17% | 113 |
|
|
2024
Q4 | $895K | Hold |
39,471
| – | – | 0.28% | 72 |
|
|
2024
Q3 | $875K | Buy |
39,471
+45
| +0.1% | +$998 | 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% | -$220K | 0.49% | 36 |
|
|
2023
Q3 | $674K | Buy |
+40,614
| New | +$674K | 0.33% | 41 |
|
|
2023
Q2 | – | Sell |
-40,614
| Closed | -$647K | – | 134 |
|
|
2023
Q1 | $647K | Sell |
40,614
-5,439
| -12% | -$86.6K | 0.29% | 52 |
|
|
2022
Q4 | $687K | Buy |
+46,053
| New | +$687K | 0.32% | 44 |
|