MAI Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.3M | Sell |
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|
2025
Q2 | $26.5M | Buy |
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|
2025
Q1 | $21.7M | Buy |
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|
2024
Q4 | $22.6M | Buy |
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|
2024
Q3 | $5.59M | Buy |
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|
2024
Q2 | $5.19M | Sell |
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|
2024
Q1 | $5.09M | Buy |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $232K | Buy |
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