Marquette Associates’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 | $838K | Hold |
35,182
| – | – | 0.82% | 14 |
|
|
2025
Q1 | $757K | Hold |
35,182
| – | – | 0.76% | 15 |
|
|
2024
Q4 | $799K | Sell |
35,182
-3,383
| -9% | -$76.8K | 0.66% | 21 |
|
|
2024
Q3 | $855K | Hold |
38,565
| – | – | 0.62% | 19 |
|
|
2024
Q2 | $808K | Hold |
38,565
| – | – | 0.61% | 20 |
|
|
2024
Q1 | $785K | Sell |
38,565
-54,894
| -59% | -$1.12M | 0.55% | 21 |
|
|
2023
Q4 | $716K | Buy |
+93,459
| New | +$716K | 0.72% | 18 |
|