MCF 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Hold |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $764K | Hold |
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|
2024
Q2 | $725K | Hold |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $747K | Hold |
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|
2021
Q2 | $750K | Hold |
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|
2021
Q1 | $696K | Sell |
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|
2020
Q4 | $668K | Hold |
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|
2020
Q3 | $585K | Sell |
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|
2020
Q2 | $733K | Sell |
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|
2020
Q1 | $667K | Buy |
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|
2019
Q4 | $846K | Sell |
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|
2019
Q3 | $792K | Sell |
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|
2019
Q2 | $846K | Hold |
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|
2019
Q1 | $816K | Sell |
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|
2018
Q4 | $731K | Buy |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $318K | Buy |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $321K | Sell |
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|
2017
Q3 | $741K | Sell |
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|
2017
Q2 | $2.33M | Buy |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $602K | Buy |
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|
2016
Q2 | $495K | Buy |
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|
2016
Q1 | $454K | Buy |
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|
2015
Q4 | $363K | Sell |
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|
2015
Q3 | $354K | Buy |
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|
2015
Q2 | $263K | Buy |
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|
2015
Q1 | $176K | Buy |
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|
2014
Q4 | $155K | Buy |
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|
2014
Q3 | $87K | Buy |
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|
2014
Q2 | $63K | Buy |
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|
2014
Q1 | $52K | Buy |
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|
2013
Q4 | $9K | Buy |
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|
2013
Q3 | $0 | Buy |
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