RKL Wealth 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 | $1.58M | Sell |
62,923
-2,931
| -4% | -$76.9K | 0.14% | 78 |
|
|
2025
Q4 | $1.73M | Buy |
65,854
+1,117
| +2% | +$29.1K | 0.14% | 75 |
|
|
2025
Q3 | $1.66M | Sell |
64,737
-826
| -1% | -$20.4K | 0.14% | 73 |
|
|
2025
Q2 | $1.56M | Sell |
65,563
-79,703
| -55% | -$1.76M | 0.14% | 73 |
|
|
2025
Q1 | $3.13M | Sell |
145,266
-17,414
| -11% | -$396K | 0.29% | 51 |
|
|
2024
Q4 | $3.69M | Sell |
162,680
-48,391
| -23% | -$1.11M | 0.33% | 46 |
|
|
2024
Q3 | $4.68M | Sell |
211,071
-30,525
| -13% | -$652K | 0.42% | 35 |
|
|
2024
Q2 | $5.06M | Buy |
241,596
+11,373
| +5% | +$230K | 0.49% | 32 |
|
|
2024
Q1 | $4.69M | Sell |
230,223
-4,038
| -2% | -$78.1K | 0.46% | 34 |
|
|
2023
Q4 | $4.35M | Sell |
234,261
-3,228
| -1% | -$55.8K | 0.47% | 34 |
|
|
2023
Q3 | $3.95M | Sell |
237,489
-3,930
| -2% | -$68K | 0.48% | 34 |
|
|
2023
Q2 | $4.16M | Buy |
241,419
+2,799
| +1% | +$45.6K | 0.49% | 34 |
|
|
2023
Q1 | $3.81M | Buy |
238,620
+8,961
| +4% | +$140K | 0.48% | 35 |
|
|
2022
Q4 | $3.43M | Sell |
229,659
-6,501
| -3% | -$97.7K | 0.46% | 37 |
|
|
2022
Q3 | $3.31M | Buy |
236,160
+5,439
| +2% | +$84.6K | 0.48% | 38 |
|
|
2022
Q2 | $3.4M | Sell |
230,721
-3,834
| -2% | -$61.5K | 0.47% | 38 |
|
|
2022
Q1 | $4.17M | Sell |
234,555
-4,479
| -2% | -$78.6K | 0.5% | 35 |
|
|
2021
Q4 | $4.5M | Buy |
239,034
+4,602
| +2% | +$84.7K | 0.53% | 35 |
|
|
2021
Q3 | $4.06M | Sell |
234,432
-9,462
| -4% | -$168K | 0.52% | 36 |
|
|
2021
Q2 | $4.24M | Sell |
243,894
-12,078
| -5% | -$204K | 0.53% | 33 |
|
|
2021
Q1 | $4.13M | Sell |
255,972
-8,040
| -3% | -$127K | 0.55% | 33 |
|
|
2020
Q4 | $4M | Sell |
264,012
-2,898
| -1% | -$41.3K | 0.56% | 35 |
|
|
2020
Q3 | $3.54M | Buy |
266,910
+2,928
| +1% | +$38.5K | 0.56% | 35 |
|
|
2020
Q2 | $3.23M | Buy |
263,982
+16,356
| +7% | +$189K | 0.55% | 35 |
|
|
2020
Q1 | $2.49M | Buy |
247,626
+14,760
| +6% | +$179K | 0.52% | 37 |
|
|
2019
Q4 | $2.98M | Buy |
232,866
+14,874
| +7% | +$183K | 0.54% | 39 |
|
|
2019
Q3 | $2.58M | Sell |
217,992
-44,742
| -17% | -$529K | 0.49% | 42 |
|
|
2019
Q2 | $3.09M | Buy |
262,734
+4,848
| +2% | +$56K | 0.57% | 39 |
|
|
2019
Q1 | $2.93M | Buy |
257,886
+64,722
| +34% | +$707K | 0.57% | 39 |
|
|
2018
Q4 | $1.93M | Buy |
193,164
+40,776
| +27% | +$441K | 0.45% | 48 |
|
|
2018
Q3 | $1.78M | Buy |
152,388
+31,380
| +26% | +$362K | 0.38% | 53 |
|
|
2018
Q2 | $1.34M | Buy |
121,008
+62,958
| +108% | +$688K | 0.3% | 65 |
|
|
2018
Q1 | $615K | Buy |
58,050
+16,422
| +39% | +$180K | 0.15% | 95 |
|
|
2017
Q4 | $447K | Sell |
41,628
-13,500
| -24% | -$142K | 0.11% | 108 |
|
|
2017
Q3 | $561K | Sell |
55,128
-1,146
| -2% | -$11.4K | 0.16% | 100 |
|
|
2017
Q2 | $548K | Sell |
56,274
-3,708
| -6% | -$35.8K | 0.17% | 100 |
|
|
2017
Q1 | $570K | Sell |
59,982
-18,966
| -24% | -$178K | 0.23% | 72 |
|
|
2016
Q4 | $713K | Buy |
78,948
+270
| +0.3% | +$2.38K | 0.34% | 56 |
|
|
2016
Q3 | $686K | Buy |
78,678
+1,824
| +2% | +$15.8K | 0.35% | 55 |
|
|
2016
Q2 | $649K | Buy |
76,854
+49,194
| +178% | +$408K | 0.34% | 52 |
|
|
2016
Q1 | $227K | Buy |
+27,660
| New | +$215K | 0.13% | 57 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM