Oppenheimer & Co’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 | – | Sell |
-13,107
| Closed | -$282K | – | 1686 |
|
|
2025
Q1 | $282K | Hold |
13,107
| – | – | ﹤0.01% | 1309 |
|
|
2024
Q4 | $298K | Hold |
13,107
| – | – | ﹤0.01% | 1270 |
|
|
2024
Q3 | $291K | Buy |
+13,107
| New | +$291K | ﹤0.01% | 1249 |
|
|
2023
Q2 | – | Sell |
-12,960
| Closed | -$207K | – | 1472 |
|
|
2023
Q1 | $207K | Buy |
+12,960
| New | +$207K | ﹤0.01% | 1254 |
|