Robertson Stephens Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Sell |
238,297
-22,683
| -9% | -$541K | 0.18% | 91 |
|
|
2025
Q1 | $5.62M | Buy |
260,980
+8,125
| +3% | +$175K | 0.19% | 94 |
|
|
2024
Q4 | $5.74M | Buy |
252,855
+11,103
| +5% | +$252K | 0.2% | 100 |
|
|
2024
Q3 | $5.36M | Buy |
241,752
+25,239
| +12% | +$560K | 0.19% | 104 |
|
|
2024
Q2 | $4.55M | Buy |
216,513
+3,873
| +2% | +$81.4K | 0.23% | 81 |
|
|
2024
Q1 | $4.33M | Sell |
212,640
-13,524
| -6% | -$275K | 0.23% | 77 |
|
|
2023
Q4 | $4.2M | Buy |
226,164
+1,179
| +0.5% | +$21.9K | 0.26% | 69 |
|
|
2023
Q3 | $3.74M | Sell |
224,985
-32,895
| -13% | -$547K | 0.25% | 82 |
|
|
2023
Q2 | $4.44M | Buy |
257,880
+4,530
| +2% | +$78.1K | 0.31% | 69 |
|
|
2023
Q1 | $4.04M | Buy |
253,350
+189
| +0.1% | +$3.02K | 0.31% | 69 |
|
|
2022
Q4 | $3.78M | Sell |
253,161
-1,257
| -0.5% | -$18.8K | 0.37% | 61 |
|
|
2022
Q3 | $3.56M | Buy |
254,418
+4,575
| +2% | +$64K | 0.37% | 53 |
|
|
2022
Q2 | $3.68M | Sell |
249,843
-76,236
| -23% | -$1.12M | 0.35% | 55 |
|
|
2022
Q1 | $5.8M | Buy |
326,079
+2,805
| +0.9% | +$49.9K | 0.49% | 38 |
|
|
2021
Q4 | $6.09M | Buy |
323,274
+9,228
| +3% | +$174K | 0.51% | 42 |
|
|
2021
Q3 | $5.44M | Sell |
314,046
-3,162
| -1% | -$54.7K | 0.61% | 37 |
|
|
2021
Q2 | $5.51M | Buy |
317,208
+10,866
| +4% | +$189K | 0.66% | 35 |
|
|
2021
Q1 | $4.94M | Buy |
306,342
+37,908
| +14% | +$611K | 0.79% | 29 |
|
|
2020
Q4 | $4.07M | Sell |
268,434
-11,694
| -4% | -$177K | 0.85% | 28 |
|
|
2020
Q3 | $3.72M | Buy |
280,128
+39,594
| +16% | +$526K | 0.91% | 24 |
|
|
2020
Q2 | $2.95M | Sell |
240,534
-72,270
| -23% | -$885K | 0.85% | 29 |
|
|
2020
Q1 | $3.15M | Buy |
+312,804
| New | +$3.15M | 1.08% | 24 |
|