Signature Estate & Investment 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 | $580K | Sell |
24,343
-18,365
| -43% | -$438K | 0.01% | 337 |
|
|
2025
Q1 | $920K | Buy |
42,708
+1,632
| +4% | +$35.1K | 0.02% | 231 |
|
|
2024
Q4 | $932K | Buy |
41,076
+7,896
| +24% | +$179K | 0.02% | 230 |
|
|
2024
Q3 | $736K | Buy |
33,180
+105
| +0.3% | +$2.33K | 0.02% | 246 |
|
|
2024
Q2 | $693K | Buy |
+33,075
| New | +$693K | 0.02% | 251 |
|
|
2017
Q1 | – | Sell |
-18,954
| Closed | -$171K | – | 201 |
|
|
2016
Q4 | $171K | Buy |
18,954
+120
| +0.6% | +$1.08K | 0.02% | 127 |
|
|
2016
Q3 | $164K | Buy |
18,834
+66
| +0.4% | +$575 | 0.02% | 130 |
|
|
2016
Q2 | $157K | Buy |
18,768
+90
| +0.5% | +$753 | 0.03% | 136 |
|
|
2016
Q1 | $153K | Buy |
18,678
+96
| +0.5% | +$786 | 0.03% | 108 |
|
|
2015
Q4 | $152K | Hold |
18,582
| – | – | 0.03% | 108 |
|
|
2015
Q3 | $144K | Hold |
18,582
| – | – | 0.03% | 95 |
|
|
2015
Q2 | $156K | Buy |
+18,582
| New | +$156K | 0.03% | 80 |
|
|
2015
Q1 | – | Sell |
-28,032
| Closed | -$233K | – | 95 |
|
|
2014
Q4 | $233K | Buy |
+28,032
| New | +$233K | 0.08% | 61 |
|