Rehmann Capital Advisory Group’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
Q2 | $661K | Hold |
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|
2025
Q1 | $597K | Hold |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Sell |
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|
2018
Q2 | $233K | Hold |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q2 | $205K | Buy |
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