Silvercrest Asset 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
Q3
Sell
2025
Q2
$279K Buy
2025
Q1
$242K Hold
2024
Q4
$255K Hold
2024
Q3
$249K Hold
2024
Q2
$235K Hold
2024
Q1
$228K Hold
2023
Q4
$208K Buy
2022
Q1
Sell
2021
Q4
$222K Buy
2021
Q3
$204K Buy