Wealth Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Buy |
58,610
+1,653
| +3% | +$43.4K | 0.13% | 76 |
|
|
2025
Q4 | $1.49M | Sell |
56,957
-888
| -2% | -$23.1K | 0.13% | 79 |
|
|
2025
Q3 | $1.49M | Sell |
57,845
-1,547
| -3% | -$38.3K | 0.14% | 74 |
|
|
2025
Q2 | $1.42M | Buy |
59,392
+25
| +0% | +$551 | 0.14% | 72 |
|
|
2025
Q1 | $1.28M | Buy |
59,367
+27
| +0% | +$614 | 0.14% | 76 |
|
|
2024
Q4 | $1.35M | Sell |
59,340
-792
| -1% | -$18.1K | 0.15% | 68 |
|
|
2024
Q3 | $1.33M | Buy |
60,132
+57
| +0.1% | +$1.22K | 0.15% | 68 |
|
|
2024
Q2 | $1.26M | Hold |
60,075
| – | – | 0.15% | 67 |
|
|
2024
Q1 | $1.22M | Sell |
60,075
-8,193
| -12% | -$159K | 0.16% | 68 |
|
|
2023
Q4 | $1.27M | Buy |
68,268
+36
| +0.1% | +$622 | 0.18% | 61 |
|
|
2023
Q3 | $1.13M | Buy |
68,232
+1,533
| +2% | +$26.5K | 0.19% | 62 |
|
|
2023
Q2 | $1.15M | Buy |
66,699
+18
| +0% | +$293 | 0.19% | 61 |
|
|
2023
Q1 | $1.06M | Sell |
66,681
-954
| -1% | -$14.9K | 0.19% | 62 |
|
|
2022
Q4 | $1.01M | Buy |
67,635
+33
| +0% | +$496 | 0.19% | 60 |
|
|
2022
Q3 | $946K | Buy |
67,602
+558
| +0.8% | +$8.68K | 0.2% | 53 |
|
|
2022
Q2 | $988K | Buy |
67,044
+35,511
| +113% | +$570K | 0.19% | 56 |
|
|
2022
Q1 | $561K | Buy |
31,533
+8,523
| +37% | +$150K | 0.1% | 102 |
|
|
2021
Q4 | $433K | Buy |
23,010
+5,850
| +34% | +$108K | 0.08% | 123 |
|
|
2021
Q3 | $297K | Sell |
17,160
-18
| -0.1% | -$320 | 0.06% | 140 |
|
|
2021
Q2 | $299K | Hold |
17,178
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $277K | Hold |
17,178
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $260K | Buy |
17,178
+24
| +0.1% | +$342 | 0.06% | 127 |
|
|
2020
Q3 | $228K | Buy |
17,154
+12
| +0.1% | +$158 | 0.06% | 132 |
|
|
2020
Q2 | $210K | Sell |
17,142
-19,650
| -53% | -$227K | 0.06% | 124 |
|
|
2020
Q1 | $371K | Buy |
36,792
+16,134
| +78% | +$195K | 0.13% | 81 |
|
|
2019
Q4 | $265K | Buy |
20,658
+60
| +0.3% | +$736 | 0.07% | 108 |
|
|
2019
Q3 | $244K | Buy |
20,598
+84
| +0.4% | +$993 | 0.07% | 110 |
|
|
2019
Q2 | $241K | Buy |
20,514
+42
| +0.2% | +$485 | 0.07% | 115 |
|
|
2019
Q1 | $232K | Buy |
20,472
+66
| +0.3% | +$721 | 0.07% | 115 |
|
|
2018
Q4 | $204K | Buy |
20,406
+78
| +0.4% | +$843 | 0.07% | 116 |
|
|
2018
Q3 | $239K | Sell |
20,328
-840
| -4% | -$9.68K | 0.07% | 120 |
|
|
2018
Q2 | $233K | Buy |
21,168
+888
| +4% | +$9.71K | 0.08% | 114 |
|
|
2018
Q1 | $216K | Buy |
20,280
+6
| +0% | +$66 | 0.07% | 117 |
|
|
2017
Q4 | $218K | Sell |
20,274
-3,006
| -13% | -$31.5K | 0.07% | 122 |
|
|
2017
Q3 | $236K | Buy |
23,280
+18
| +0.1% | +$179 | 0.08% | 111 |
|
|
2017
Q2 | $226K | Sell |
23,262
-2,844
| -11% | -$27.5K | 0.08% | 105 |
|
|
2017
Q1 | $248K | Buy |
26,106
+198
| +0.8% | +$1.86K | 0.1% | 98 |
|
|
2016
Q4 | $234K | Buy |
25,908
+24
| +0.1% | +$211 | 0.1% | 105 |
|
|
2016
Q3 | $225K | Buy |
25,884
+12
| +0% | +$104 | 0.1% | 100 |
|
|
2016
Q2 | $216K | Buy |
25,872
+6
| +0% | +$50 | 0.1% | 100 |
|
|
2016
Q1 | $212K | Sell |
25,866
-84
| -0.3% | -$653 | 0.11% | 106 |
|
|
2015
Q4 | $212K | Sell |
25,950
-78
| -0.3% | -$643 | 0.1% | 110 |
|
|
2015
Q3 | $201K | Buy |
26,028
+654
| +3% | +$5.37K | 0.11% | 111 |
|
|
2015
Q2 | $212K | Buy |
25,374
+126
| +0.5% | +$1.08K | 0.11% | 111 |
|
|
2015
Q1 | $212K | Sell |
25,248
-1,584
| -6% | -$13.2K | 0.12% | 91 |
|
|
2014
Q4 | $223K | Buy |
+26,832
| New | +$217K | 0.13% | 91 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM