Wealthfront Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34B | Sell |
56,360,948
-2,065,401
| -4% | -$49.2M | 3.46% | 8 |
|
2025
Q1 | $1.26B | Sell |
58,426,349
-1,796,603
| -3% | -$38.7M | 3.38% | 9 |
|
2024
Q4 | $1.37B | Buy |
60,222,952
+39,622,630
| +192% | +$899M | 3.99% | 6 |
|
2024
Q3 | $1.37B | Sell |
20,600,322
-570,324
| -3% | -$37.9M | 4.21% | 7 |
|
2024
Q2 | $1.33B | Sell |
21,170,646
-727,975
| -3% | -$45.8M | 4.48% | 7 |
|
2024
Q1 | $1.34B | Sell |
21,898,621
-889,698
| -4% | -$54.3M | 4.68% | 7 |
|
2023
Q4 | $1.27B | Sell |
22,788,319
-816,531
| -3% | -$45.5M | 4.87% | 6 |
|
2023
Q3 | $1.18B | Sell |
23,604,850
-787,155
| -3% | -$39.2M | 5.07% | 6 |
|
2023
Q2 | $1.26B | Sell |
24,392,005
-1,478,296
| -6% | -$76.4M | 5.35% | 7 |
|
2023
Q1 | $1.24B | Sell |
25,870,301
-5,224,245
| -17% | -$250M | 5.63% | 7 |
|
2022
Q4 | $1.39B | Buy |
31,094,546
+4,634,016
| +18% | +$208M | 6.75% | 4 |
|
2022
Q3 | $1.11B | Sell |
26,460,530
-4,507,029
| -15% | -$189M | 5.91% | 6 |
|
2022
Q2 | $1.37B | Buy |
30,967,559
+2,891,008
| +10% | +$128M | 6.88% | 6 |
|
2022
Q1 | $1.5B | Buy |
28,076,551
+13,553,949
| +93% | +$724M | 6.57% | 5 |
|
2021
Q4 | $1.64B | Buy |
14,522,602
+1,688,244
| +13% | +$191M | 6.94% | 5 |
|
2021
Q3 | $1.33B | Buy |
12,834,358
+1,813,471
| +16% | +$188M | 6.18% | 6 |
|
2021
Q2 | $1.15B | Buy |
11,020,887
+709,425
| +7% | +$74M | 5.46% | 6 |
|
2021
Q1 | $997M | Buy |
10,311,462
+1,188,442
| +13% | +$115M | 5.34% | 6 |
|
2020
Q4 | $830M | Sell |
9,123,020
-50,829
| -0.6% | -$4.62M | 4.99% | 7 |
|
2020
Q3 | $731M | Buy |
9,173,849
+197,132
| +2% | +$15.7M | 5.22% | 7 |
|
2020
Q2 | $660M | Sell |
8,976,717
-3,430,713
| -28% | -$252M | 5.12% | 7 |
|
2020
Q1 | $750M | Buy |
12,407,430
+1,340,708
| +12% | +$81M | 6.81% | 7 |
|
2019
Q4 | $851M | Buy |
11,066,722
+202,378
| +2% | +$15.6M | 6.31% | 7 |
|
2019
Q3 | $772M | Buy |
10,864,344
+272,735
| +3% | +$19.4M | 6.47% | 6 |
|
2019
Q2 | $747M | Buy |
10,591,609
+624,266
| +6% | +$44M | 6.49% | 6 |
|
2019
Q1 | $678M | Sell |
9,967,343
-413,627
| -4% | -$28.1M | 6.29% | 6 |
|
2018
Q4 | $622M | Buy |
+10,380,970
| New | +$622M | 6.61% | 6 |
|