Parallel Advisors’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
2026
Q1
$6.42M Buy
255,752
+3,764
+1% +$98.8K 0.12% 134
2025
Q4
$6.61M Buy
251,988
+2,636
+1% +$68.6K 0.12% 121
2025
Q3
$6.41M Sell
249,352
-1,016
-0.4% -$25.1K 0.12% 120
2025
Q2
$5.97M Buy
250,368
+4,885
+2% +$108K 0.12% 120
2025
Q1
$5.29M Buy
245,483
+35,765
+17% +$814K 0.12% 131
2024
Q4
$4.76M Buy
209,718
+327
+0.2% +$7.47K 0.11% 150
2024
Q3
$4.64M Buy
209,391
+1,140
+0.5% +$24.3K 0.11% 144
2024
Q2
$4.36M Sell
208,251
-4,773
-2% -$96.7K 0.11% 134
2024
Q1
$4.34M Buy
213,024
+8,745
+4% +$169K 0.12% 130
2023
Q4
$3.79M Sell
204,279
-11,928
-6% -$206K 0.11% 142
2023
Q3
$3.59M Sell
216,207
-50,763
-19% -$879K 0.12% 141
2023
Q2
$4.6M Sell
266,970
-7,569
-3% -$123K 0.15% 121
2023
Q1
$4.38M Buy
274,539
+4,311
+2% +$67.4K 0.15% 123
2022
Q4
$4.04M Sell
270,228
-5,247
-2% -$78.9K 0.18% 88
2022
Q3
$3.86M Buy
275,475
+4,839
+2% +$75.3K 0.18% 84
2022
Q2
$3.99M Buy
270,636
+9,210
+4% +$148K 0.18% 84
2022
Q1
$4.72M Sell
261,426
-25,800
-9% -$453K 0.19% 84
2021
Q4
$5.41M Sell
287,226
-32,712
-10% -$602K 0.2% 84
2021
Q3
$5.54M Buy
319,938
+22,566
+8% +$401K 0.22% 77
2021
Q2
$5.17M Sell
297,372
-6,582
-2% -$111K 0.22% 72
2021
Q1
$4.9M Buy
303,954
+24,516
+9% +$386K 0.23% 77
2020
Q4
$4.24M Buy
279,438
+106,740
+62% +$1.52M 0.23% 74
2020
Q3
$2.29M Sell
172,698
-22,068
-11% -$290K 0.14% 114
2020
Q2
$2.38M Buy
194,766
+9,156
+5% +$106K 0.16% 103
2020
Q1
$1.87M Buy
185,610
+17,790
+11% +$215K 0.15% 105
2019
Q4
$2.15M Buy
167,820
+11,532
+7% +$142K 0.16% 110
2019
Q3
$1.85M Buy
156,288
+29,430
+23% +$348K 0.16% 114
2019
Q2
$1.49M Buy
126,858
+70,542
+125% +$815K 0.15% 114
2019
Q1
$639K Buy
56,316
+40,404
+254% +$441K 0.07% 191
2018
Q4
$158K Sell
15,912
-3,114
-16% -$33.7K 0.02% 420
2018
Q3
$223K Buy
19,026
+4,590
+32% +$52.9K 0.03% 362
2018
Q2
$158K Buy
14,436
+1,572
+12% +$17.2K 0.02% 419
2018
Q1
$137K Buy
12,864
+948
+8% +$10.4K 0.02% 414
2017
Q4
$128K Buy
11,916
+3,396
+40% +$35.6K 0.02% 416
2017
Q3
$89K Sell
8,520
-2,634
-24% -$26.1K 0.02% 508
2017
Q2
$111K Buy
11,154
+1,002
+10% +$9.68K 0.02% 443
2017
Q1
$98K Buy
10,152
+4,734
+87% +$44.4K 0.02% 447
2016
Q4
$49K Buy
+5,418
New +$47.7K 0.01% 590

Other funds holding SCHB