Main 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $242K | Sell |
9,660
-828
| -8% | -$21.7K | 0.02% | 51 |
|
|
2025
Q4 | $275K | Sell |
10,488
-732
| -7% | -$19.1K | 0.02% | 50 |
|
|
2025
Q3 | $288K | Hold |
11,220
| – | – | 0.02% | 52 |
|
|
2025
Q2 | $267K | Hold |
11,220
| – | – | 0.02% | 49 |
|
|
2025
Q1 | $242K | Hold |
11,220
| – | – | 0.02% | 54 |
|
|
2024
Q4 | $255K | Hold |
11,220
| – | – | 0.02% | 57 |
|
|
2024
Q3 | $249K | Hold |
11,220
| – | – | 0.02% | 60 |
|
|
2024
Q2 | $235K | Hold |
11,220
| – | – | 0.02% | 68 |
|
|
2024
Q1 | $228K | Hold |
11,220
| – | – | 0.02% | 72 |
|
|
2023
Q4 | $208K | Hold |
11,220
| – | – | 0.02% | 67 |
|
|
2023
Q3 | $186K | Hold |
11,220
| – | – | 0.02% | 66 |
|
|
2023
Q2 | $193K | Sell |
11,220
-1,695
| -13% | -$27.6K | 0.02% | 68 |
|
|
2023
Q1 | $206K | Sell |
12,915
-8,565
| -40% | -$134K | 0.02% | 70 |
|
|
2022
Q4 | $321K | Sell |
21,480
-1,932
| -8% | -$29K | 0.04% | 74 |
|
|
2022
Q3 | $328K | Buy |
23,412
+243
| +1% | +$3.78K | 0.04% | 86 |
|
|
2022
Q2 | $341K | Buy |
23,169
+1,209
| +6% | +$19.4K | 0.04% | 87 |
|
|
2022
Q1 | $391K | Buy |
21,960
+1,872
| +9% | +$32.9K | 0.04% | 87 |
|
|
2021
Q4 | $378K | Buy |
20,088
+1,068
| +6% | +$19.6K | 0.04% | 90 |
|
|
2021
Q3 | $329K | Buy |
19,020
+2,328
| +14% | +$41.4K | 0.04% | 82 |
|
|
2021
Q2 | $290K | Buy |
16,692
+1,584
| +10% | +$26.8K | 0.03% | 89 |
|
|
2021
Q1 | $244K | Sell |
15,108
-72
| -0.5% | -$1.14K | 0.03% | 95 |
|
|
2020
Q4 | $230K | Buy |
15,180
+900
| +6% | +$12.8K | 0.03% | 92 |
|
|
2020
Q3 | $190K | Buy |
14,280
+492
| +4% | +$6.47K | 0.03% | 88 |
|
|
2020
Q2 | $169K | Buy |
13,788
+1,788
| +15% | +$20.6K | 0.03% | 82 |
|
|
2020
Q1 | $121K | Buy |
12,000
+5,226
| +77% | +$63.2K | 0.02% | 77 |
|
|
2019
Q4 | $87K | Buy |
6,774
+474
| +8% | +$5.82K | 0.01% | 74 |
|
|
2019
Q3 | $75K | Buy |
6,300
+528
| +9% | +$6.24K | 0.01% | 73 |
|
|
2019
Q2 | $68K | Buy |
5,772
+1,404
| +32% | +$16.2K | 0.01% | 72 |
|
|
2019
Q1 | $50K | Buy |
4,368
+834
| +24% | +$9.11K | 0.01% | 72 |
|
|
2018
Q4 | $35K | Buy |
+3,534
| New | +$38.2K | 0.01% | 74 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM