Wealthfront Advisers’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 | $1.32B | Sell |
52,556,138
-1,008,153
| -2% | -$26.5M | 2.9% | 8 |
|
|
2025
Q4 | $1.4B | Sell |
53,564,291
-1,533,696
| -3% | -$39.9M | 3.14% | 8 |
|
|
2025
Q3 | $1.42B | Sell |
55,097,987
-1,262,961
| -2% | -$31.3M | 3.33% | 8 |
|
|
2025
Q2 | $1.34B | Sell |
56,360,948
-2,065,401
| -4% | -$45.5M | 3.46% | 8 |
|
|
2025
Q1 | $1.26B | Sell |
58,426,349
-1,796,603
| -3% | -$40.9M | 3.38% | 9 |
|
|
2024
Q4 | $1.37B | Sell |
60,222,952
-1,578,014
| -3% | -$36M | 3.99% | 6 |
|
|
2024
Q3 | $1.37B | Sell |
61,800,966
-1,710,972
| -3% | -$36.5M | 4.21% | 7 |
|
|
2024
Q2 | $1.33B | Sell |
63,511,938
-2,183,925
| -3% | -$44.2M | 4.48% | 7 |
|
|
2024
Q1 | $1.34B | Sell |
65,695,863
-2,669,094
| -4% | -$51.6M | 4.68% | 7 |
|
|
2023
Q4 | $1.27B | Sell |
68,364,957
-2,449,593
| -3% | -$42.3M | 4.87% | 6 |
|
|
2023
Q3 | $1.18B | Sell |
70,814,550
-2,361,465
| -3% | -$40.9M | 5.07% | 6 |
|
|
2023
Q2 | $1.26B | Sell |
73,176,015
-4,434,888
| -6% | -$72.3M | 5.35% | 7 |
|
|
2023
Q1 | $1.24B | Sell |
77,610,903
-15,672,735
| -17% | -$245M | 5.63% | 7 |
|
|
2022
Q4 | $1.39B | Buy |
93,283,638
+13,902,048
| +18% | +$209M | 6.75% | 4 |
|
|
2022
Q3 | $1.11B | Sell |
79,381,590
-13,521,087
| -15% | -$210M | 5.91% | 6 |
|
|
2022
Q2 | $1.37B | Buy |
92,902,677
+8,673,024
| +10% | +$139M | 6.88% | 6 |
|
|
2022
Q1 | $1.5B | Sell |
84,229,653
-2,905,959
| -3% | -$51M | 6.57% | 5 |
|
|
2021
Q4 | $1.64B | Buy |
87,135,612
+10,129,464
| +13% | +$186M | 6.94% | 5 |
|
|
2021
Q3 | $1.33B | Buy |
77,006,148
+10,880,826
| +16% | +$194M | 6.18% | 6 |
|
|
2021
Q2 | $1.15B | Buy |
66,125,322
+4,256,550
| +7% | +$72M | 5.46% | 6 |
|
|
2021
Q1 | $997M | Buy |
61,868,772
+7,130,652
| +13% | +$112M | 5.34% | 6 |
|
|
2020
Q4 | $830M | Sell |
54,738,120
-304,974
| -0.6% | -$4.34M | 4.99% | 7 |
|
|
2020
Q3 | $731M | Buy |
55,043,094
+1,182,792
| +2% | +$15.6M | 5.22% | 7 |
|
|
2020
Q2 | $660M | Sell |
53,860,302
-20,584,278
| -28% | -$237M | 5.12% | 7 |
|
|
2020
Q1 | $750M | Buy |
74,444,580
+8,044,248
| +12% | +$97.3M | 6.81% | 7 |
|
|
2019
Q4 | $851M | Buy |
66,400,332
+1,214,268
| +2% | +$14.9M | 6.31% | 7 |
|
|
2019
Q3 | $772M | Buy |
65,186,064
+1,636,410
| +3% | +$19.3M | 6.47% | 6 |
|
|
2019
Q2 | $747M | Buy |
63,549,654
+3,745,596
| +6% | +$43.3M | 6.49% | 6 |
|
|
2019
Q1 | $678M | Sell |
59,804,058
-2,481,762
| -4% | -$27.1M | 6.29% | 6 |
|
|
2018
Q4 | $622M | Buy |
+62,285,820
| New | +$673M | 6.61% | 6 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
HDIM