SCS Capital 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
2025
Q2
$291M Buy
2025
Q1
$256M Buy
2024
Q4
$232M Sell
2024
Q3
$251M Sell
2024
Q2
$245M Sell
2024
Q1
$245M Sell
2023
Q4
$225M Sell
2023
Q3
$211M Sell
2023
Q2
$223M Sell
2023
Q1
$214M Sell
2022
Q4
$216M Sell
2022
Q3
$222M Sell
2022
Q2
$245M Sell
2022
Q1
$327M Sell
2021
Q4
$370M Sell
2021
Q3
$359M Sell
2021
Q2
$446M Sell
2021
Q1
$441M Sell
2020
Q4
$444M Sell
2020
Q3
$408M Sell
2020
Q2
$393M Buy
2020
Q1
$319M Buy