SSI
Scott & Selber Inc’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 | $591K | Buy |
24,790
+16
| +0.1% | +$381 | 0.16% | 76 |
|
|
2025
Q1 | $533K | Buy |
24,774
+16
| +0.1% | +$344 | 0.17% | 75 |
|
|
2024
Q4 | $562K | Buy |
24,758
+16,549
| +202% | +$376K | 0.17% | 75 |
|
|
2024
Q3 | $546K | Buy |
8,209
+1,165
| +17% | +$77.5K | 0.17% | 80 |
|
|
2024
Q2 | $443K | Hold |
7,044
| – | – | 0.14% | 82 |
|
|
2024
Q1 | $430K | Buy |
7,044
+5
| +0.1% | +$305 | 0.15% | 84 |
|
|
2023
Q4 | $392K | Sell |
7,039
-110
| -2% | -$6.13K | 0.15% | 89 |
|
|
2023
Q3 | $356K | Buy |
7,149
+4
| +0.1% | +$199 | 0.15% | 94 |
|
|
2023
Q2 | $369K | Buy |
7,145
+4
| +0.1% | +$207 | 0.14% | 96 |
|
|
2023
Q1 | $342K | Buy |
7,141
+4
| +0.1% | +$192 | 0.15% | 95 |
|
|
2022
Q4 | $320K | Sell |
7,137
-526
| -7% | -$23.6K | 0.14% | 94 |
|
|
2022
Q3 | $322K | Buy |
7,663
+8
| +0.1% | +$336 | 0.16% | 93 |
|
|
2022
Q2 | $338K | Sell |
7,655
-265
| -3% | -$11.7K | 0.15% | 93 |
|
|
2022
Q1 | $423K | Buy |
7,920
+4,398
| +125% | +$235K | 0.16% | 94 |
|
|
2021
Q4 | $398K | Sell |
3,522
-13
| -0.4% | -$1.47K | 0.14% | 98 |
|
|
2021
Q3 | $367K | Sell |
3,535
-173
| -5% | -$18K | 0.15% | 93 |
|
|
2021
Q2 | $387K | Sell |
3,708
-20
| -0.5% | -$2.09K | 0.15% | 106 |
|
|
2021
Q1 | $361K | Sell |
3,728
-43
| -1% | -$4.16K | 0.15% | 110 |
|
|
2020
Q4 | $343K | Sell |
3,771
-397
| -10% | -$36.1K | 0.15% | 94 |
|
|
2020
Q3 | $332K | Buy |
4,168
+191
| +5% | +$15.2K | 0.15% | 80 |
|
|
2020
Q2 | $292K | Buy |
3,977
+394
| +11% | +$28.9K | 0.14% | 78 |
|
|
2020
Q1 | $217K | Sell |
3,583
-2,526
| -41% | -$153K | 0.14% | 73 |
|
|
2019
Q4 | $470K | Sell |
6,109
-291
| -5% | -$22.4K | 0.22% | 72 |
|
|
2019
Q3 | $455K | Hold |
6,400
| – | – | 0.23% | 65 |
|
|
2019
Q2 | $451K | Sell |
6,400
-5,050
| -44% | -$356K | 0.23% | 65 |
|
|
2019
Q1 | $779K | Buy |
11,450
+40
| +0.4% | +$2.72K | 0.41% | 61 |
|
|
2018
Q4 | $684K | Buy |
11,410
+2,719
| +31% | +$163K | 0.42% | 58 |
|
|
2018
Q3 | $612K | Sell |
8,691
-769
| -8% | -$54.2K | 0.3% | 59 |
|
|
2018
Q2 | $624K | Sell |
9,460
-426
| -4% | -$28.1K | 0.33% | 55 |
|
|
2018
Q1 | $631K | Buy |
9,886
+218
| +2% | +$13.9K | 0.36% | 53 |
|
|
2017
Q4 | $624K | Buy |
9,668
+5,105
| +112% | +$329K | 0.33% | 58 |
|
|
2017
Q3 | $278K | Sell |
4,563
-463
| -9% | -$28.2K | 0.16% | 67 |
|
|
2017
Q2 | $294K | Sell |
5,026
-2,389
| -32% | -$140K | 0.18% | 67 |
|
|
2017
Q1 | $423K | Buy |
7,415
+380
| +5% | +$21.7K | 0.26% | 61 |
|
|
2016
Q4 | $381K | Sell |
7,035
-1,095
| -13% | -$59.3K | 0.25% | 57 |
|
|
2016
Q3 | $425K | Sell |
8,130
-385
| -5% | -$20.1K | 0.27% | 57 |
|
|
2016
Q2 | $428K | Buy |
+8,515
| New | +$428K | 0.29% | 50 |
|