Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Buy |
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|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $2.29M | Sell |
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|
2020
Q2 | $2.56M | Buy |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $3.07M | Sell |
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|
2019
Q3 | $3.89M | Buy |
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|
2019
Q2 | $63K | Sell |
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|
2019
Q1 | $61K | Hold |
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|
2018
Q4 | $53K | Buy |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $36K | Buy |
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|
2017
Q4 | $36K | Buy |
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