Orion Portfolio Solutions’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
Q1 | $2.25M | Buy |
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2024
Q4 | $1.85M | Buy |
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2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $622K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $34K | Buy |
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