MML Investors Services’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 | $1.72M | Sell |
72,115
-5,413
| -7% | -$129K | 0.01% | 1338 |
|
|
2025
Q1 | $1.67M | Buy |
77,528
+1,740
| +2% | +$37.5K | 0.01% | 1277 |
|
|
2024
Q4 | $1.72M | Sell |
75,788
-3,406
| -4% | -$77.3K | 0.01% | 1199 |
|
|
2024
Q3 | $1.76M | Buy |
79,194
+1,239
| +2% | +$27.5K | 0.01% | 1167 |
|
|
2024
Q2 | $1.63M | Sell |
77,955
-47,499
| -38% | -$996K | 0.01% | 1135 |
|
|
2024
Q1 | $2.55M | Sell |
125,454
-304,581
| -71% | -$6.2M | 0.01% | 933 |
|
|
2023
Q4 | $7.98M | Buy |
430,035
+4,218
| +1% | +$78.3K | 0.04% | 442 |
|
|
2023
Q3 | $7.08M | Buy |
425,817
+22,860
| +6% | +$380K | 0.04% | 421 |
|
|
2023
Q2 | $6.94M | Buy |
402,957
+98,829
| +32% | +$1.7M | 0.04% | 427 |
|
|
2023
Q1 | $4.85M | Sell |
304,128
-1,401
| -0.5% | -$22.3K | 0.03% | 471 |
|
|
2022
Q4 | $4.56M | Buy |
305,529
+51,063
| +20% | +$763K | 0.03% | 518 |
|
|
2022
Q3 | $3.56M | Buy |
254,466
+29,976
| +13% | +$420K | 0.03% | 541 |
|
|
2022
Q2 | $3.31M | Buy |
224,490
+28,101
| +14% | +$414K | 0.03% | 557 |
|
|
2022
Q1 | $3.5M | Buy |
196,389
+5,049
| +3% | +$89.9K | 0.02% | 575 |
|
|
2021
Q4 | $3.6M | Buy |
191,340
+14,508
| +8% | +$273K | 0.03% | 540 |
|
|
2021
Q3 | $3.06M | Buy |
176,832
+29,130
| +20% | +$504K | 0.02% | 571 |
|
|
2021
Q2 | $2.57M | Buy |
147,702
+9,174
| +7% | +$159K | 0.02% | 616 |
|
|
2021
Q1 | $2.23M | Buy |
138,528
+7,974
| +6% | +$129K | 0.02% | 615 |
|
|
2020
Q4 | $1.98M | Buy |
130,554
+20,550
| +19% | +$312K | 0.02% | 599 |
|
|
2020
Q3 | $1.46M | Buy |
110,004
+41,466
| +61% | +$550K | 0.02% | 639 |
|
|
2020
Q2 | $839K | Sell |
68,538
-786,510
| -92% | -$9.63M | 0.01% | 774 |
|
|
2020
Q1 | $8.61M | Buy |
855,048
+148,914
| +21% | +$1.5M | 0.15% | 170 |
|
|
2019
Q4 | $9.05M | Buy |
706,134
+79,848
| +13% | +$1.02M | 0.13% | 179 |
|
|
2019
Q3 | $7.41M | Buy |
626,286
+553,398
| +759% | +$6.55M | 0.12% | 190 |
|
|
2019
Q2 | $857K | Sell |
72,888
-5,580
| -7% | -$65.6K | 0.01% | 773 |
|
|
2019
Q1 | $890K | Buy |
78,468
+2,922
| +4% | +$33.1K | 0.01% | 755 |
|
|
2018
Q4 | $755K | Buy |
75,546
+24,168
| +47% | +$242K | 0.01% | 721 |
|
|
2018
Q3 | $603K | Buy |
51,378
+11,616
| +29% | +$136K | 0.01% | 906 |
|
|
2018
Q2 | $437K | Buy |
39,762
+5,916
| +17% | +$65K | 0.01% | 906 |
|
|
2018
Q1 | $360K | Buy |
33,846
+492
| +1% | +$5.23K | 0.01% | 988 |
|
|
2017
Q4 | $359K | Hold |
33,354
| – | – | 0.01% | 1007 |
|
|
2017
Q3 | $339K | Sell |
33,354
-4,386
| -12% | -$44.6K | 0.01% | 954 |
|
|
2017
Q2 | $368K | Sell |
37,740
-5,775,732
| -99% | -$56.3M | 0.01% | 893 |
|
|
2017
Q1 | $34M | Buy |
+5,813,472
| New | +$34M | 0.68% | 20 |
|