Mutual 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 | $6.75M | Buy |
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|
2025
Q1 | $4.95M | Buy |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $5.08M | Buy |
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|
2024
Q2 | $4.76M | Buy |
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|
2024
Q1 | $4.45M | Buy |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.31M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.28M | Buy |
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|
2022
Q1 | $3.57M | Buy |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $5.44M | Buy |
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|
2020
Q4 | $5.07M | Buy |
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|
2020
Q3 | $4.36M | Buy |
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|
2020
Q2 | $3.94M | Buy |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $950K | Buy |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $931K | Buy |
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|
2017
Q4 | $886K | Buy |
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