Stifel Financial’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 | $15M | Buy |
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|
2025
Q2 | $13.9M | Sell |
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|
2025
Q1 | $17.9M | Buy |
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|
2024
Q4 | $14.4M | Buy |
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|
2024
Q3 | $14M | Sell |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $896K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $744K | Sell |
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|
2021
Q4 | $907K | Buy |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $460K | Buy |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $494K | Buy |
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