Lowe Brockenbrough & Co’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 | $4.2M | Sell |
176,328
-39,525
| -18% | -$942K | 0.24% | 92 |
|
|
2025
Q1 | $4.65M | Buy |
215,853
+775
| +0.4% | +$16.7K | 0.31% | 81 |
|
|
2024
Q4 | $4.88M | Sell |
215,078
-1,825
| -0.8% | -$41.4K | 0.31% | 77 |
|
|
2024
Q3 | $4.81M | Buy |
216,903
+2,049
| +1% | +$45.4K | 0.31% | 82 |
|
|
2024
Q2 | $4.52M | Sell |
214,854
-15,951
| -7% | -$335K | 0.3% | 83 |
|
|
2024
Q1 | $4.7M | Sell |
230,805
-4,455
| -2% | -$90.7K | 0.32% | 83 |
|
|
2023
Q4 | $4.37M | Buy |
235,260
+2,193
| +0.9% | +$40.7K | 0.34% | 78 |
|
|
2023
Q3 | $3.87M | Sell |
233,067
-6,648
| -3% | -$110K | 0.3% | 88 |
|
|
2023
Q2 | $4.13M | Sell |
239,715
-25,719
| -10% | -$443K | 0.31% | 83 |
|
|
2023
Q1 | $4.23M | Sell |
265,434
-18,525
| -7% | -$295K | 0.34% | 80 |
|
|
2022
Q4 | $4.24M | Buy |
283,959
+5,481
| +2% | +$81.9K | 0.37% | 78 |
|
|
2022
Q3 | $3.9M | Buy |
278,478
+17,601
| +7% | +$246K | 0.38% | 76 |
|
|
2022
Q2 | $3.84M | Buy |
260,877
+28,599
| +12% | +$421K | 0.34% | 82 |
|
|
2022
Q1 | $4.13M | Buy |
232,278
+16,002
| +7% | +$285K | 0.31% | 88 |
|
|
2021
Q4 | $4.07M | Buy |
216,276
+29,310
| +16% | +$552K | 0.3% | 85 |
|
|
2021
Q3 | $3.24M | Buy |
186,966
+14,274
| +8% | +$247K | 0.25% | 100 |
|
|
2021
Q2 | $3M | Sell |
172,692
-2,022
| -1% | -$35.1K | 0.27% | 90 |
|
|
2021
Q1 | $2.82M | Sell |
174,714
-5,160
| -3% | -$83.2K | 0.27% | 91 |
|
|
2020
Q4 | $2.73M | Buy |
179,874
+12,600
| +8% | +$191K | 0.3% | 88 |
|
|
2020
Q3 | $2.22M | Sell |
167,274
-1,338
| -0.8% | -$17.8K | 0.28% | 93 |
|
|
2020
Q2 | $2.07M | Sell |
168,612
-348
| -0.2% | -$4.26K | 0.28% | 91 |
|
|
2020
Q1 | $1.7M | Sell |
168,960
-24,708
| -13% | -$249K | 0.28% | 92 |
|
|
2019
Q4 | $2.48M | Buy |
193,668
+2,952
| +2% | +$37.8K | 0.31% | 90 |
|
|
2019
Q3 | $2.26M | Buy |
190,716
+31,404
| +20% | +$372K | 0.3% | 94 |
|
|
2019
Q2 | $1.87M | Buy |
159,312
+11,064
| +7% | +$130K | 0.26% | 105 |
|
|
2019
Q1 | $1.68M | Buy |
148,248
+66,390
| +81% | +$753K | 0.24% | 109 |
|
|
2018
Q4 | $818K | Buy |
81,858
+3,690
| +5% | +$36.9K | 0.13% | 137 |
|
|
2018
Q3 | $917K | Buy |
78,168
+25,362
| +48% | +$298K | 0.13% | 135 |
|
|
2018
Q2 | $581K | Buy |
52,806
+4,128
| +8% | +$45.4K | 0.09% | 161 |
|
|
2018
Q1 | $518K | Buy |
48,678
+3,180
| +7% | +$33.8K | 0.08% | 159 |
|
|
2017
Q4 | $489K | Buy |
45,498
+12,420
| +38% | +$133K | 0.07% | 161 |
|
|
2017
Q3 | $336K | Buy |
33,078
+1,350
| +4% | +$13.7K | 0.05% | 169 |
|
|
2017
Q2 | $309K | Buy |
31,728
+2,856
| +10% | +$27.8K | 0.05% | 170 |
|
|
2017
Q1 | $275K | Buy |
28,872
+36
| +0.1% | +$343 | 0.04% | 174 |
|
|
2016
Q4 | $260K | Buy |
+28,836
| New | +$260K | 0.04% | 179 |
|
|
2016
Q1 | – | Sell |
-190,278
| Closed | -$1.56M | – | 187 |
|
|
2015
Q4 | $1.56M | Buy |
+190,278
| New | +$1.56M | 0.27% | 96 |
|