MainStreet Investment Advisors’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
$891K Sell
35,500
-725
-2% -$19K 0.13% 103
2025
Q4
$950K Hold
36,225
0.14% 99
2025
Q3
$931K Hold
36,225
0.13% 105
2025
Q2
$863K Sell
36,225
-2,350
-6% -$51.8K 0.12% 99
2025
Q1
$831K Buy
+38,575
New +$878K 0.12% 98
2024
Q4
Sell
-39,000
Closed -$288K 161
2024
Q3
$288K Hold
39,000
0.04% 139
2024
Q2
$817K Sell
39,000
-1,125
-3% -$22.8K 0.1% 100
2024
Q1
$817K Hold
40,125
0.1% 101
2023
Q4
$745K Hold
40,125
0.08% 109
2023
Q3
$667K Sell
40,125
-1,521
-4% -$26.3K 0.08% 116
2023
Q2
$718K Hold
41,646
0.08% 112
2023
Q1
$664K Hold
41,646
0.07% 120
2022
Q4
$622K Hold
41,646
0.07% 118
2022
Q3
$583K Hold
41,646
0.07% 118
2022
Q2
$613K Hold
41,646
0.07% 119
2022
Q1
$741K Hold
41,646
0.07% 119
2021
Q4
$784K Hold
41,646
0.07% 113
2021
Q3
$721K Hold
41,646
0.07% 109
2021
Q2
$724K Hold
41,646
0.06% 119
2021
Q1
$671K Hold
41,646
0.06% 122
2020
Q4
$632K Hold
41,646
0.05% 128
2020
Q3
$553K Hold
41,646
0.04% 132
2020
Q2
$510K Hold
41,646
0.03% 178
2020
Q1
$419K Hold
41,646
0.05% 173
2019
Q4
$533K Hold
41,646
0.06% 131
2019
Q3
$492K Sell
41,646
-5,850
-12% -$69.1K 0.06% 117
2019
Q2
$558K Buy
+47,496
New +$548K 0.07% 111
2019
Q1
Sell
-47,496
Closed -$474K 152
2018
Q4
$474K Hold
47,496
0.07% 106
2018
Q3
$557K Hold
47,496
0.07% 111
2018
Q2
$522K Hold
47,496
0.08% 110
2018
Q1
$505K Hold
47,496
0.08% 105
2017
Q4
$511K Buy
+47,496
New +$498K 0.08% 114

Other funds holding SCHB