Strid Group’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
$206M Buy
8,658,237
+43,935
+0.5% +$1.05M 29.01% 1
2025
Q1
$185M Buy
8,614,302
+84,076
+1% +$1.81M 28.8% 1
2024
Q4
$194M Sell
8,530,226
-62,248
-0.7% -$1.41M 30.23% 1
2024
Q3
$191M Buy
8,592,474
+333,843
+4% +$7.4M 28.97% 1
2024
Q2
$173M Buy
8,258,631
+586,041
+8% +$12.3M 28.62% 1
2024
Q1
$156M Buy
7,672,590
+309,702
+4% +$6.3M 28.07% 1
2023
Q4
$137M Buy
7,362,888
+6,735
+0.1% +$125K 27.61% 1
2023
Q3
$122M Buy
7,356,153
+20,799
+0.3% +$346K 25.55% 1
2023
Q2
$126M Buy
7,335,354
+36,831
+0.5% +$635K 25.98% 1
2023
Q1
$116M Buy
7,298,523
+184,026
+3% +$2.94M 25.7% 1
2022
Q4
$106M Sell
7,114,497
-265,701
-4% -$3.97M 25.31% 1
2022
Q3
$103M Sell
7,380,198
-197,721
-3% -$2.77M 26.15% 1
2022
Q2
$112M Buy
7,577,919
+265,524
+4% +$3.91M 25.73% 1
2022
Q1
$130M Buy
7,312,395
+212,523
+3% +$3.78M 26.62% 1
2021
Q4
$134M Buy
7,099,872
+275,262
+4% +$5.19M 27.41% 1
2021
Q3
$118M Buy
6,824,610
+42,822
+0.6% +$741K 26.42% 1
2021
Q2
$118M Buy
6,781,788
+193,092
+3% +$3.35M 26.55% 1
2021
Q1
$106M Buy
6,588,696
+159,996
+2% +$2.58M 26.1% 1
2020
Q4
$97.5M Sell
6,428,700
-93,702
-1% -$1.42M 26.26% 1
2020
Q3
$86.6M Buy
6,522,402
+3,996
+0.1% +$53K 26.48% 1
2020
Q2
$79.8M Sell
6,518,406
-155,322
-2% -$1.9M 26.66% 1
2020
Q1
$67.2M Buy
6,673,728
+13,338
+0.2% +$134K 27.37% 1
2019
Q4
$85.3M Sell
6,660,390
-52,278
-0.8% -$670K 27.11% 1
2019
Q3
$79.5M Sell
6,712,668
-35,082
-0.5% -$415K 27.38% 1
2019
Q2
$79.7M Buy
6,747,750
+174,240
+3% +$2.06M 27.26% 1
2019
Q1
$74.6M Buy
6,573,510
+158,964
+2% +$1.8M 27.28% 1
2018
Q4
$64.2M Sell
6,414,546
-290,886
-4% -$2.91M 26.21% 1
2018
Q3
$78.7M Buy
6,705,432
+11,796
+0.2% +$138K 27.85% 1
2018
Q2
$73.6M Buy
6,693,636
+34,008
+0.5% +$374K 27.15% 1
2018
Q1
$71.5M Sell
6,659,628
-114,240
-2% -$1.23M 26.52% 1
2017
Q4
$72.8M Buy
6,773,868
+243,870
+4% +$2.62M 26.67% 1
2017
Q3
$66.3M Buy
6,529,998
+349,038
+6% +$3.54M 26.49% 1
2017
Q2
$60.2M Buy
+6,180,960
New +$60.2M 26.57% 1
2016
Q4
$26.6M Buy
2,940,804
+154,020
+6% +$1.39M 10.84% 5
2016
Q3
$24.3M Buy
+2,786,784
New +$24.3M 10.93% 5