Total Investment 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 | $561K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $823K | Buy |
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|
2021
Q4 | $869K | Sell |
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|
2021
Q3 | $898K | Sell |
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|
2021
Q2 | $52.6M | Sell |
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|
2021
Q1 | $45M | Buy |
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|
2020
Q4 | $47.6M | Buy |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $53.4M | Sell |
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|
2020
Q1 | $45M | Sell |
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|
2019
Q4 | $59.1M | Sell |
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|
2019
Q3 | $56.5M | Sell |
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|
2019
Q2 | $55.2M | Buy |
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|
2019
Q1 | $1.29M | Buy |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $57.2M | Buy |
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|
2018
Q2 | $53.6M | Buy |
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|
2018
Q1 | $51.3M | Buy |
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|
2017
Q4 | $51.5M | Sell |
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|
2017
Q3 | $49.1M | Buy |
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|
2017
Q2 | $43.7M | Sell |
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|
2017
Q1 | $43.1M | Sell |
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|
2016
Q4 | $41.5M | Buy |
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