Retirement Planning Group (Kansas)’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 | $27.3M | Sell |
1,086,268
-94,700
| -8% | -$2.48M | 0.84% | 18 |
|
|
2025
Q4 | $31M | Sell |
1,180,968
-55,956
| -5% | -$1.46M | 1.02% | 18 |
|
|
2025
Q3 | $31.8M | Sell |
1,236,924
-300,227
| -20% | -$7.43M | 1.1% | 18 |
|
|
2025
Q2 | $36.6M | Sell |
1,537,151
-241,002
| -14% | -$5.31M | 1.56% | 14 |
|
|
2025
Q1 | $38.3M | Sell |
1,778,153
-3,999,484
| -69% | -$91M | 1.8% | 14 |
|
|
2024
Q4 | $131M | Buy |
5,777,637
+403,338
| +8% | +$9.21M | 6.6% | 4 |
|
|
2024
Q3 | $119M | Sell |
5,374,299
-65,559
| -1% | -$1.4M | 6.49% | 4 |
|
|
2024
Q2 | $114M | Sell |
5,439,858
-788,310
| -13% | -$16M | 7.25% | 4 |
|
|
2024
Q1 | $127M | Sell |
6,228,168
-236,763
| -4% | -$4.58M | 9.71% | 2 |
|
|
2023
Q4 | $120M | Sell |
6,464,931
-25,716
| -0.4% | -$444K | 10.74% | 2 |
|
|
2023
Q3 | $108M | Sell |
6,490,647
-44,499
| -0.7% | -$770K | 11.45% | 2 |
|
|
2023
Q2 | $113M | Sell |
6,535,146
-51,594
| -0.8% | -$841K | 11.24% | 1 |
|
|
2023
Q1 | $105M | Buy |
6,586,740
+102,468
| +2% | +$1.6M | 11.19% | 2 |
|
|
2022
Q4 | $96.9M | Sell |
6,484,272
-11,301
| -0.2% | -$170K | 11.06% | 2 |
|
|
2022
Q3 | $90.9M | Sell |
6,495,573
-37,605
| -0.6% | -$585K | 11.43% | 2 |
|
|
2022
Q2 | $96.2M | Sell |
6,533,178
-110,724
| -2% | -$1.78M | 11.87% | 3 |
|
|
2022
Q1 | $118M | Sell |
6,643,902
-600,762
| -8% | -$10.5M | 12.92% | 1 |
|
|
2021
Q4 | $136M | Buy |
7,244,664
+150,804
| +2% | +$2.77M | 13.19% | 1 |
|
|
2021
Q3 | $123M | Buy |
7,093,860
+156,990
| +2% | +$2.79M | 13.96% | 1 |
|
|
2021
Q2 | $121M | Buy |
6,936,870
+533,070
| +8% | +$9.02M | 13.84% | 1 |
|
|
2021
Q1 | $103M | Buy |
6,403,800
+13,446
| +0.2% | +$212K | 14.21% | 1 |
|
|
2020
Q4 | $96.9M | Sell |
6,390,354
-53,256
| -0.8% | -$759K | 14.04% | 1 |
|
|
2020
Q3 | $85.5M | Sell |
6,443,610
-112,764
| -2% | -$1.48M | 13.95% | 1 |
|
|
2020
Q2 | $80.3M | Sell |
6,556,374
-399,354
| -6% | -$4.6M | 14.75% | 1 |
|
|
2020
Q1 | $70.1M | Sell |
6,955,728
-436,296
| -6% | -$5.28M | 16.73% | 1 |
|
|
2019
Q4 | $94.7M | Sell |
7,392,024
-37,800
| -0.5% | -$464K | 18.86% | 1 |
|
|
2019
Q3 | $87.9M | Sell |
7,429,824
-381,042
| -5% | -$4.5M | 18.62% | 1 |
|
|
2019
Q2 | $91.8M | Buy |
7,810,866
+246,378
| +3% | +$2.85M | 20.82% | 1 |
|
|
2019
Q1 | $85.8M | Buy |
7,564,488
+56,796
| +0.8% | +$620K | 20.71% | 1 |
|
|
2018
Q4 | $75M | Sell |
7,507,692
-1,060,368
| -12% | -$11.5M | 20.04% | 1 |
|
|
2018
Q3 | $101M | Buy |
8,568,060
+86,502
| +1% | +$997K | 25.89% | 1 |
|
|
2018
Q2 | $93.3M | Buy |
8,481,558
+188,934
| +2% | +$2.07M | 25.13% | 1 |
|
|
2018
Q1 | $88.2M | Buy |
8,292,624
+152,286
| +2% | +$1.67M | 23.92% | 1 |
|
|
2017
Q4 | $87.5M | Buy |
8,140,338
+23,028
| +0.3% | +$241K | 23.9% | 1 |
|
|
2017
Q3 | $82.4M | Buy |
8,117,310
+297,504
| +4% | +$2.95M | 23.51% | 1 |
|
|
2017
Q2 | $76.2M | Buy |
7,819,806
+28,764
| +0.4% | +$278K | 22.89% | 1 |
|
|
2017
Q1 | $74.1M | Buy |
7,791,042
+49,434
| +0.6% | +$464K | 22.53% | 1 |
|
|
2016
Q4 | $69.9M | Sell |
7,741,608
-3,894
| -0.1% | -$34.3K | 22.36% | 1 |
|
|
2016
Q3 | $67.5M | Buy |
7,745,502
+607,536
| +9% | +$5.27M | 21.85% | 1 |
|
|
2016
Q2 | $59.8M | Buy |
7,137,966
+159,858
| +2% | +$1.33M | 20.29% | 1 |
|
|
2016
Q1 | $57.3M | Buy |
6,978,108
+361,110
| +5% | +$2.81M | 20.29% | 1 |
|
|
2015
Q4 | $54.1M | Buy |
6,616,998
+925,794
| +16% | +$7.64M | 19.98% | 1 |
|
|
2015
Q3 | $44M | Buy |
5,691,204
+112,386
| +2% | +$923K | 19.3% | 1 |
|
|
2015
Q2 | $46.7M | Sell |
5,578,818
-53,160
| -0.9% | -$454K | 19.1% | 1 |
|
|
2015
Q1 | $47.4M | Sell |
5,631,978
-2,424
| -0% | -$20.3K | 18.87% | 1 |
|
|
2014
Q4 | $46.8M | Sell |
5,634,402
-8,292
| -0.1% | -$67.1K | 14.42% | 1 |
|
|
2014
Q3 | $44.7M | Sell |
5,642,694
-108,576
| -2% | -$868K | 13.95% | 1 |
|
|
2014
Q2 | $45.7M | Buy |
5,751,270
+65,508
| +1% | +$505K | 13.85% | 1 |
|
|
2014
Q1 | $43.3M | Sell |
5,685,762
-389,484
| -6% | -$2.91M | 13.98% | 1 |
|
|
2013
Q4 | $45.6M | Buy |
6,075,246
+355,434
| +6% | +$2.56M | 16.2% | 1 |
|
|
2013
Q3 | $39.2M | Buy |
5,719,812
+1,895,904
| +50% | +$12.9M | 14.21% | 1 |
|
|
2013
Q2 | $24.8M | Buy |
+3,823,908
| New | +$24.8M | 10.2% | 1 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM