SAM
Silvercrest Asset Management’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 | $279K | Buy |
11,725
+499
| +4% | +$11.9K | ﹤0.01% | 774 |
|
|
2025
Q1 | $242K | Hold |
11,226
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $255K | Buy |
11,226
+7,484
| +200% | +$170K | ﹤0.01% | 778 |
|
|
2024
Q3 | $249K | Hold |
3,742
| – | – | ﹤0.01% | 747 |
|
|
2024
Q2 | $235K | Hold |
3,742
| – | – | ﹤0.01% | 848 |
|
|
2024
Q1 | $228K | Hold |
3,742
| – | – | ﹤0.01% | 836 |
|
|
2023
Q4 | $208K | Buy |
+3,742
| New | +$208K | ﹤0.01% | 793 |
|
|
2022
Q1 | – | Sell |
-1,969
| Closed | -$222K | – | 877 |
|
|
2021
Q4 | $222K | Buy |
1,969
+7
| +0.4% | +$789 | ﹤0.01% | 787 |
|
|
2021
Q3 | $204K | Buy |
+1,962
| New | +$204K | ﹤0.01% | 813 |
|