Wealth Enhancement Advisory Services’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 | $56.8M | Sell |
2,320,383
-455,577
| -16% | -$12M | 0.12% | 162 |
|
|
2025
Q4 | $74.1M | Buy |
2,775,960
+320,001
| +13% | +$8.33M | 0.1% | 196 |
|
|
2025
Q3 | $63.4M | Buy |
2,455,959
+195,411
| +9% | +$4.84M | 0.1% | 206 |
|
|
2025
Q2 | $54.6M | Buy |
2,260,548
+165,048
| +8% | +$3.64M | 0.09% | 211 |
|
|
2025
Q1 | $45.1M | Buy |
2,095,500
+178,997
| +9% | +$4.07M | 0.09% | 225 |
|
|
2024
Q4 | $43.5M | Buy |
1,916,503
+177,256
| +10% | +$4.05M | 0.08% | 224 |
|
|
2024
Q3 | $38.6M | Buy |
1,739,247
+45,618
| +3% | +$974K | 0.08% | 228 |
|
|
2024
Q2 | $35.5M | Buy |
1,693,629
+129,075
| +8% | +$2.62M | 0.08% | 226 |
|
|
2024
Q1 | $31.8M | Sell |
1,564,554
-21,258
| -1% | -$411K | 0.08% | 240 |
|
|
2023
Q4 | $29.4M | Buy |
1,585,812
+63,045
| +4% | +$1.09M | 0.09% | 220 |
|
|
2023
Q3 | $25.3M | Buy |
1,522,767
+1,025,250
| +206% | +$17.7M | 0.08% | 232 |
|
|
2023
Q2 | $8.57M | Sell |
497,517
-142,998
| -22% | -$2.33M | 0.09% | 98 |
|
|
2023
Q1 | $10.2M | Buy |
640,515
+123,765
| +24% | +$1.94M | 0.12% | 88 |
|
|
2022
Q4 | $8.12M | Sell |
516,750
-4,347
| -0.8% | -$65.3K | 0.1% | 97 |
|
|
2022
Q3 | $7.41M | Sell |
521,097
-11,250
| -2% | -$175K | 0.11% | 96 |
|
|
2022
Q2 | $8.09M | Buy |
532,347
+9,387
| +2% | +$151K | 0.11% | 91 |
|
|
2022
Q1 | $9.4M | Sell |
522,960
-73,458
| -12% | -$1.29M | 0.13% | 85 |
|
|
2021
Q4 | $10.5M | Sell |
596,418
-70,914
| -11% | -$1.3M | 0.15% | 69 |
|
|
2021
Q3 | $12.3M | Buy |
667,332
+13,242
| +2% | +$236K | 0.18% | 63 |
|
|
2021
Q2 | $11.4M | Sell |
654,090
-136,578
| -17% | -$2.31M | 0.18% | 63 |
|
|
2021
Q1 | $13.1M | Sell |
790,668
-4,332
| -0.5% | -$68.3K | 0.24% | 56 |
|
|
2020
Q4 | $12.2M | Sell |
795,000
-20,814
| -3% | -$296K | 0.28% | 42 |
|
|
2020
Q3 | $11.5M | Sell |
815,814
-16,050
| -2% | -$211K | 0.3% | 41 |
|
|
2020
Q2 | $10.8M | Sell |
831,864
-384,084
| -32% | -$4.43M | 0.31% | 40 |
|
|
2020
Q1 | $13.6M | Sell |
1,215,948
-738,954
| -38% | -$8.94M | 0.49% | 37 |
|
|
2019
Q4 | $25.1M | Buy |
1,954,902
+115,998
| +6% | +$1.42M | 0.88% | 26 |
|
|
2019
Q3 | $21.7M | Buy |
1,838,904
+256,998
| +16% | +$3.04M | 0.88% | 26 |
|
|
2019
Q2 | $19.1M | Buy |
1,581,906
+731,358
| +86% | +$8.45M | 0.84% | 24 |
|
|
2019
Q1 | $9.99M | Sell |
850,548
-111,510
| -12% | -$1.22M | 0.56% | 29 |
|
|
2018
Q4 | $10.3M | Buy |
962,058
+895,794
| +1,352% | +$9.69M | 0.65% | 29 |
|
|
2018
Q3 | $704K | Buy |
66,264
+46,290
| +232% | +$534K | 0.04% | 139 |
|
|
2018
Q2 | $226K | Buy |
19,974
+6
| +0% | +$66 | 0.01% | 155 |
|
|
2018
Q1 | $214K | Buy |
19,968
+624
| +3% | +$6.86K | 0.01% | 139 |
|
|
2017
Q4 | $216K | Buy |
+19,344
| New | +$203K | 0.02% | 138 |
|
|
2015
Q4 | – | Sell |
-177,378
| Closed | -$1.44M | – | 131 |
|
|
2015
Q3 | $1.44M | Buy |
+177,378
| New | +$1.46M | 0.44% | 42 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM