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3Chopt Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

3Chopt Investment Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,454
Closed -$52.8K – 245
2025
Q1 		$52.8K Buy
+2,454
New +$55.8K 0.01% 217

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3Chopt Investment Partners's SCHB Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 2,454 shares — an estimated $52.8K sold.

3Chopt Investment Partners first reported a position in SCHB in Q1 2025 and held it in 1 quarter. The position peaked at $52.8K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • 3Chopt Investment Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,454 Schwab US Broad Market ETF shares in Q2 2025, an estimated $52.8K.
  • 3Chopt Investment Partners first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 1 quarter.
  • 3Chopt Investment Partners's Schwab US Broad Market ETF position peaked at $52.8K in Q1 2025.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.