Northwestern Mutual Wealth Management’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 | $12.4M | Buy |
519,812
+5,624
| +1% | +$134K | 0.01% | 474 |
|
|
2025
Q1 | $11.1M | Buy |
514,188
+22,538
| +5% | +$485K | 0.01% | 460 |
|
|
2024
Q4 | $11.2M | Buy |
491,650
+37,798
| +8% | +$858K | 0.01% | 446 |
|
|
2024
Q3 | $10.1M | Sell |
453,852
-3,876
| -0.8% | -$85.9K | 0.01% | 452 |
|
|
2024
Q2 | $9.59M | Sell |
457,728
-3,327
| -0.7% | -$69.7K | 0.01% | 430 |
|
|
2024
Q1 | $9.38M | Sell |
461,055
-5,373
| -1% | -$109K | 0.01% | 435 |
|
|
2023
Q4 | $8.66M | Buy |
466,428
+39,285
| +9% | +$729K | 0.01% | 423 |
|
|
2023
Q3 | $7.1M | Sell |
427,143
-5,781
| -1% | -$96.1K | 0.01% | 424 |
|
|
2023
Q2 | $7.46M | Sell |
432,924
-5,268
| -1% | -$90.8K | 0.01% | 423 |
|
|
2023
Q1 | $6.99M | Buy |
438,192
+64,050
| +17% | +$1.02M | 0.01% | 418 |
|
|
2022
Q4 | $5.59M | Buy |
374,142
+60,018
| +19% | +$896K | 0.01% | 441 |
|
|
2022
Q3 | $4.4M | Buy |
314,124
+10,695
| +4% | +$150K | 0.01% | 448 |
|
|
2022
Q2 | $4.47M | Buy |
303,429
+7,221
| +2% | +$106K | 0.01% | 446 |
|
|
2022
Q1 | $5.27M | Buy |
296,208
+37,986
| +15% | +$676K | 0.01% | 425 |
|
|
2021
Q4 | $4.86M | Buy |
258,222
+17,286
| +7% | +$326K | 0.01% | 417 |
|
|
2021
Q3 | $4.17M | Buy |
240,936
+10,812
| +5% | +$187K | 0.01% | 414 |
|
|
2021
Q2 | $4M | Buy |
230,124
+8,718
| +4% | +$151K | 0.01% | 413 |
|
|
2021
Q1 | $3.57M | Sell |
221,406
-12,228
| -5% | -$197K | 0.01% | 401 |
|
|
2020
Q4 | $3.54M | Sell |
233,634
-5,730
| -2% | -$86.9K | 0.01% | 376 |
|
|
2020
Q3 | $3.18M | Buy |
239,364
+52,680
| +28% | +$699K | 0.01% | 357 |
|
|
2020
Q2 | $2.29M | Sell |
186,684
-4,716
| -2% | -$57.7K | 0.01% | 381 |
|
|
2020
Q1 | $1.93M | Sell |
191,400
-95,478
| -33% | -$962K | 0.01% | 362 |
|
|
2019
Q4 | $3.68M | Buy |
286,878
+134,460
| +88% | +$1.72M | 0.01% | 305 |
|
|
2019
Q3 | $1.81M | Buy |
152,418
+43,446
| +40% | +$515K | 0.01% | 395 |
|
|
2019
Q2 | $1.28M | Buy |
108,972
+22,704
| +26% | +$267K | 0.01% | 436 |
|
|
2019
Q1 | $978K | Buy |
86,268
+1,614
| +2% | +$18.3K | ﹤0.01% | 462 |
|
|
2018
Q4 | $846K | Buy |
84,654
+3,498
| +4% | +$35K | ﹤0.01% | 456 |
|
|
2018
Q3 | $952K | Buy |
81,156
+900
| +1% | +$10.6K | ﹤0.01% | 443 |
|
|
2018
Q2 | $883K | Sell |
80,256
-20,652
| -20% | -$227K | ﹤0.01% | 438 |
|
|
2018
Q1 | $1.07M | Sell |
100,908
-12,120
| -11% | -$129K | 0.01% | 379 |
|
|
2017
Q4 | $1.22M | Buy |
113,028
+61,158
| +118% | +$657K | 0.01% | 344 |
|
|
2017
Q3 | $527K | Sell |
51,870
-9,318
| -15% | -$94.7K | ﹤0.01% | 469 |
|
|
2017
Q2 | $596K | Buy |
61,188
+18,840
| +44% | +$184K | ﹤0.01% | 444 |
|
|
2017
Q1 | $403K | Buy |
42,348
+8,022
| +23% | +$76.3K | ﹤0.01% | 501 |
|
|
2016
Q4 | $310K | Buy |
+34,326
| New | +$310K | ﹤0.01% | 551 |
|
|
2016
Q3 | – | Sell |
-27,102
| Closed | -$227K | – | 1274 |
|
|
2016
Q2 | $227K | Sell |
27,102
-36,450
| -57% | -$305K | ﹤0.01% | 559 |
|
|
2016
Q1 | $521K | Buy |
63,552
+61,752
| +3,431% | +$506K | 0.01% | 383 |
|
|
2015
Q4 | $15K | Sell |
1,800
-37,428
| -95% | -$312K | ﹤0.01% | 1084 |
|
|
2015
Q3 | $303K | Buy |
+39,228
| New | +$303K | 0.01% | 429 |
|
|
2014
Q4 | – | Sell |
-948
| Closed | -$8K | – | 1808 |
|
|
2014
Q3 | $8K | Sell |
948
-546
| -37% | -$4.61K | ﹤0.01% | 957 |
|
|
2014
Q2 | $12K | Buy |
+1,494
| New | +$12K | ﹤0.01% | 868 |
|