Per Stirling Capital 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
2026
Q1
$516K Buy
20,568
+39
+0.2% +$1.02K 0.06% 198
2025
Q4
$538K Sell
20,529
-865
-4% -$22.5K 0.06% 181
2025
Q3
$550K Sell
21,394
-31
-0.1% -$767 0.07% 171
2025
Q2
$511K Sell
21,425
-114
-0.5% -$2.51K 0.07% 168
2025
Q1
$464K Sell
21,539
-171
-0.8% -$3.89K 0.07% 170
2024
Q4
$493K Buy
21,710
+23
+0.1% +$525 0.07% 165
2024
Q3
$481K Buy
21,687
+5,988
+38% +$128K 0.07% 185
2024
Q2
$329K Buy
15,699
+2,160
+16% +$43.8K 0.05% 196
2024
Q1
$276K Hold
13,539
0.05% 200
2023
Q4
$251K Hold
13,539
0.05% 188
2023
Q3
$225K Sell
13,539
-798
-6% -$13.8K 0.05% 184
2023
Q2
$247K Sell
14,337
-429
-3% -$6.99K 0.05% 178
2023
Q1
$236K Sell
14,766
-894
-6% -$14K 0.05% 167
2022
Q4
$234K Buy
+15,660
New +$235K 0.04% 186

Other funds holding SCHB