Sequoia Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
515,890
-21,625
| -4% | -$515K | 0.08% | 167 |
|
|
2025
Q1 | $11.6M | Buy |
537,515
+7,361
| +1% | +$158K | 0.09% | 174 |
|
|
2024
Q4 | $12M | Buy |
530,154
+1,383
| +0.3% | +$31.4K | 0.12% | 158 |
|
|
2024
Q3 | $11.7M | Buy |
528,771
+71,802
| +16% | +$1.59M | 0.13% | 140 |
|
|
2024
Q2 | $9.58M | Sell |
456,969
-8,361
| -2% | -$175K | 0.12% | 135 |
|
|
2024
Q1 | $9.47M | Buy |
465,330
+17,403
| +4% | +$354K | 0.12% | 142 |
|
|
2023
Q4 | $8.31M | Buy |
447,927
+4,149
| +0.9% | +$77K | 0.1% | 164 |
|
|
2023
Q3 | $7.37M | Sell |
443,778
-2,589
| -0.6% | -$43K | 0.13% | 120 |
|
|
2023
Q2 | $7.69M | Sell |
446,367
-36,915
| -8% | -$636K | 0.13% | 124 |
|
|
2023
Q1 | $7.71M | Sell |
483,282
-33,603
| -7% | -$536K | 0.17% | 113 |
|
|
2022
Q4 | $7.72M | Sell |
516,885
-5,169
| -1% | -$77.2K | 0.19% | 105 |
|
|
2022
Q3 | $7.31M | Sell |
522,054
-25,311
| -5% | -$354K | 0.23% | 88 |
|
|
2022
Q2 | $8.06M | Sell |
547,365
-31,983
| -6% | -$471K | 0.23% | 84 |
|
|
2022
Q1 | $10.3M | Buy |
579,348
+11,640
| +2% | +$207K | 0.26% | 77 |
|
|
2021
Q4 | $10.7M | Buy |
567,708
+489,396
| +625% | +$9.22M | 0.29% | 70 |
|
|
2021
Q3 | $1.36M | Sell |
78,312
-396,936
| -84% | -$6.87M | 0.14% | 90 |
|
|
2021
Q2 | $8.26M | Buy |
475,248
+2,850
| +0.6% | +$49.5K | 0.3% | 60 |
|
|
2021
Q1 | $7.61M | Buy |
472,398
+6,546
| +1% | +$106K | 0.32% | 49 |
|
|
2020
Q4 | $7.07M | Buy |
465,852
+12,618
| +3% | +$191K | 0.32% | 49 |
|
|
2020
Q3 | $6.02M | Buy |
453,234
+61,476
| +16% | +$816K | 0.32% | 51 |
|
|
2020
Q2 | $4.8M | Buy |
391,758
+102,402
| +35% | +$1.25M | 0.28% | 51 |
|
|
2020
Q1 | $2.91M | Buy |
289,356
+86,592
| +43% | +$872K | 0.22% | 59 |
|
|
2019
Q4 | $2.6M | Buy |
202,764
+58,356
| +40% | +$748K | 0.17% | 79 |
|
|
2019
Q3 | $1.71M | Buy |
144,408
+49,854
| +53% | +$590K | 0.12% | 97 |
|
|
2019
Q2 | $1.11M | Buy |
94,554
+69,690
| +280% | +$819K | 0.08% | 120 |
|
|
2019
Q1 | $282K | Buy |
+24,864
| New | +$282K | 0.02% | 276 |
|