MM
Main Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
11,220
| – | – | 0.02% | 49 |
|
|
2025
Q1 | $242K | Hold |
11,220
| – | – | 0.02% | 54 |
|
|
2024
Q4 | $255K | Buy |
11,220
+7,480
| +200% | +$170K | 0.02% | 57 |
|
|
2024
Q3 | $249K | Hold |
3,740
| – | – | 0.02% | 60 |
|
|
2024
Q2 | $235K | Hold |
3,740
| – | – | 0.02% | 68 |
|
|
2024
Q1 | $228K | Hold |
3,740
| – | – | 0.02% | 72 |
|
|
2023
Q4 | $208K | Hold |
3,740
| – | – | 0.02% | 67 |
|
|
2023
Q3 | $186K | Hold |
3,740
| – | – | 0.02% | 66 |
|
|
2023
Q2 | $193K | Sell |
3,740
-565
| -13% | -$29.2K | 0.02% | 68 |
|
|
2023
Q1 | $206K | Sell |
4,305
-2,855
| -40% | -$137K | 0.02% | 70 |
|
|
2022
Q4 | $321K | Sell |
7,160
-644
| -8% | -$28.9K | 0.04% | 74 |
|
|
2022
Q3 | $328K | Buy |
7,804
+81
| +1% | +$3.4K | 0.04% | 86 |
|
|
2022
Q2 | $341K | Buy |
7,723
+403
| +6% | +$17.8K | 0.04% | 87 |
|
|
2022
Q1 | $391K | Buy |
7,320
+3,972
| +119% | +$212K | 0.04% | 87 |
|
|
2021
Q4 | $378K | Buy |
3,348
+178
| +6% | +$20.1K | 0.04% | 90 |
|
|
2021
Q3 | $329K | Buy |
3,170
+388
| +14% | +$40.3K | 0.04% | 82 |
|
|
2021
Q2 | $290K | Buy |
2,782
+264
| +10% | +$27.5K | 0.03% | 89 |
|
|
2021
Q1 | $244K | Sell |
2,518
-12
| -0.5% | -$1.16K | 0.03% | 95 |
|
|
2020
Q4 | $230K | Buy |
2,530
+150
| +6% | +$13.6K | 0.03% | 92 |
|
|
2020
Q3 | $190K | Buy |
2,380
+82
| +4% | +$6.55K | 0.03% | 88 |
|
|
2020
Q2 | $169K | Buy |
2,298
+298
| +15% | +$21.9K | 0.03% | 82 |
|
|
2020
Q1 | $121K | Buy |
2,000
+871
| +77% | +$52.7K | 0.02% | 77 |
|
|
2019
Q4 | $87K | Buy |
1,129
+79
| +8% | +$6.09K | 0.01% | 74 |
|
|
2019
Q3 | $75K | Buy |
1,050
+88
| +9% | +$6.29K | 0.01% | 73 |
|
|
2019
Q2 | $68K | Buy |
962
+234
| +32% | +$16.5K | 0.01% | 72 |
|
|
2019
Q1 | $50K | Buy |
728
+139
| +24% | +$9.55K | 0.01% | 72 |
|
|
2018
Q4 | $35K | Buy |
+589
| New | +$35K | 0.01% | 74 |
|