Natixis Advisors’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
$1.52M Buy
63,686
+4,035
+7% +$96.2K ﹤0.01% 1172
2025
Q1
$1.28M Buy
59,651
+10,002
+20% +$215K ﹤0.01% 1205
2024
Q4
$1.13M Buy
49,649
+7,931
+19% +$180K ﹤0.01% 1274
2024
Q3
$308K Sell
41,718
-5,472
-12% -$40.4K ﹤0.01% 1522
2024
Q2
$989K Buy
47,190
+16,806
+55% +$352K ﹤0.01% 1261
2024
Q1
$618K Sell
30,384
-8,277
-21% -$168K ﹤0.01% 1341
2023
Q4
$717K Sell
38,661
-1,395
-3% -$25.9K ﹤0.01% 1310
2023
Q3
$666K Buy
+40,056
New +$666K ﹤0.01% 1282