TIAA Trust, National Association’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
$2.59M Sell
108,739
-2,352
-2% -$56K 0.01% 278
2025
Q1
$2.39M Buy
111,091
+1,439
+1% +$31K 0.01% 278
2024
Q4
$2.49M Buy
109,652
+3,398
+3% +$77.1K 0.01% 275
2024
Q3
$2.36M Sell
106,254
-2,781
-3% -$61.7K 0.01% 284
2024
Q2
$2.29M Buy
109,035
+5,184
+5% +$109K 0.01% 266
2024
Q1
$2.11M Sell
103,851
-510
-0.5% -$10.4K 0.01% 279
2023
Q4
$1.94M Hold
104,361
0.01% 272
2023
Q3
$1.73M Buy
+104,361
New +$1.73M 0.01% 269