Plante Moran Financial Advisors’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 | $337K | Buy |
14,121
+37
| +0.3% | +$882 | 0.02% | 112 |
|
|
2025
Q1 | $303K | Buy |
14,084
+3,857
| +38% | +$83K | 0.03% | 119 |
|
|
2024
Q4 | $232K | Buy |
10,227
+33
| +0.3% | +$749 | 0.02% | 159 |
|
|
2024
Q3 | $226K | Hold |
10,194
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $214K | Sell |
10,194
-471
| -4% | -$9.87K | 0.02% | 168 |
|
|
2024
Q1 | $217K | Sell |
10,665
-522
| -5% | -$10.6K | 0.02% | 164 |
|
|
2023
Q4 | $208K | Sell |
11,187
-2,115
| -16% | -$39.3K | 0.02% | 162 |
|
|
2023
Q3 | $221K | Hold |
13,302
| – | – | 0.03% | 136 |
|
|
2023
Q2 | $229K | Sell |
13,302
-1,260
| -9% | -$21.7K | 0.03% | 135 |
|
|
2023
Q1 | $232K | Sell |
14,562
-1,275
| -8% | -$20.3K | 0.03% | 129 |
|
|
2022
Q4 | $237K | Buy |
15,837
+351
| +2% | +$5.24K | 0.03% | 138 |
|
|
2022
Q3 | $217K | Buy |
15,486
+1,041
| +7% | +$14.6K | 0.04% | 139 |
|
|
2022
Q2 | $213K | Buy |
14,445
+39
| +0.3% | +$575 | 0.04% | 142 |
|
|
2022
Q1 | $256K | Sell |
14,406
-1,122
| -7% | -$19.9K | 0.05% | 135 |
|
|
2021
Q4 | $292K | Sell |
15,528
-10,164
| -40% | -$191K | 0.05% | 140 |
|
|
2021
Q3 | $445K | Buy |
25,692
+9,936
| +63% | +$172K | 0.1% | 100 |
|
|
2021
Q2 | $274K | Buy |
15,756
+2,934
| +23% | +$51K | 0.07% | 142 |
|
|
2021
Q1 | $207K | Sell |
12,822
-3,534
| -22% | -$57.1K | 0.06% | 167 |
|
|
2020
Q4 | $248K | Sell |
16,356
-156,480
| -91% | -$2.37M | 0.08% | 141 |
|
|
2020
Q3 | $2.29M | Sell |
172,836
-36,324
| -17% | -$482K | 0.81% | 17 |
|
|
2020
Q2 | $2.56M | Buy |
209,160
+8,526
| +4% | +$104K | 1.02% | 13 |
|
|
2020
Q1 | $2.02M | Sell |
200,634
-38,610
| -16% | -$389K | 0.92% | 15 |
|
|
2019
Q4 | $3.07M | Sell |
239,244
-89,484
| -27% | -$1.15M | 1.07% | 13 |
|
|
2019
Q3 | $3.89M | Buy |
328,728
+323,394
| +6,063% | +$3.83M | 1.13% | 13 |
|
|
2019
Q2 | $63K | Sell |
5,334
-12
| -0.2% | -$142 | 0.02% | 289 |
|
|
2019
Q1 | $61K | Hold |
5,346
| – | – | 0.02% | 292 |
|
|
2018
Q4 | $53K | Buy |
5,346
+1,956
| +58% | +$19.4K | 0.02% | 276 |
|
|
2018
Q3 | $40K | Buy |
3,390
+12
| +0.4% | +$142 | 0.01% | 342 |
|
|
2018
Q2 | $37K | Hold |
3,378
| – | – | 0.02% | 389 |
|
|
2018
Q1 | $36K | Buy |
3,378
+24
| +0.7% | +$256 | 0.02% | 411 |
|
|
2017
Q4 | $36K | Buy |
+3,354
| New | +$36K | 0.02% | 409 |
|