SCM
Schnieders Capital 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 | $218K | Buy |
+9,151
| New | +$218K | 0.04% | 209 |
|
|
2025
Q1 | – | Sell |
-9,151
| Closed | -$208K | – | 213 |
|
|
2024
Q4 | $208K | Buy |
9,151
+6,100
| +200% | +$138K | 0.04% | 196 |
|
|
2024
Q3 | $203K | Sell |
3,051
-2,836
| -48% | -$189K | 0.04% | 209 |
|
|
2024
Q2 | $370K | Hold |
5,887
| – | – | 0.07% | 142 |
|
|
2024
Q1 | $359K | Hold |
5,887
| – | – | 0.07% | 147 |
|
|
2023
Q4 | $328K | Hold |
5,887
| – | – | 0.07% | 156 |
|
|
2023
Q3 | $293K | Hold |
5,887
| – | – | 0.07% | 147 |
|
|
2023
Q2 | $304K | Hold |
5,887
| – | – | 0.06% | 157 |
|
|
2023
Q1 | $282K | Buy |
5,887
+1
| +0% | +$48 | 0.06% | 162 |
|
|
2022
Q4 | $264K | Sell |
5,886
-1
| -0% | -$45 | 0.06% | 172 |
|
|
2022
Q3 | $247K | Hold |
5,887
| – | – | 0.07% | 169 |
|
|
2022
Q2 | $260K | Buy |
5,887
+1
| +0% | +$44 | 0.08% | 157 |
|
|
2022
Q1 | $314K | Buy |
5,886
+2,942
| +100% | +$157K | 0.07% | 158 |
|
|
2021
Q4 | $333K | Hold |
2,944
| – | – | 0.08% | 151 |
|
|
2021
Q3 | $306K | Hold |
2,944
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $307K | Hold |
2,944
| – | – | 0.08% | 152 |
|
|
2021
Q1 | $285K | Hold |
2,944
| – | – | 0.09% | 156 |
|
|
2020
Q4 | $268K | Hold |
2,944
| – | – | 0.09% | 149 |
|
|
2020
Q3 | $234K | Sell |
2,944
-148
| -5% | -$11.8K | 0.09% | 148 |
|
|
2020
Q2 | $227K | Buy |
+3,092
| New | +$227K | 0.09% | 148 |
|
|
2020
Q1 | – | Sell |
-2,943
| Closed | -$226K | – | 172 |
|
|
2019
Q4 | $226K | Hold |
2,943
| – | – | 0.08% | 158 |
|
|
2019
Q3 | $209K | Hold |
2,943
| – | – | 0.08% | 154 |
|
|
2019
Q2 | $208K | Hold |
2,943
| – | – | 0.08% | 155 |
|
|
2019
Q1 | $200K | Buy |
+2,943
| New | +$200K | 0.09% | 145 |
|
|
2018
Q4 | – | Sell |
-2,943
| Closed | -$207K | – | 148 |
|
|
2018
Q3 | $207K | Buy |
+2,943
| New | +$207K | 0.08% | 144 |
|