O'Shaughnessy Asset Management’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
Q3 | $2.89M | Buy |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Buy |
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