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Addison Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Addison Advisors’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
2026
Q1 		$14.2K Hold
564
– – ﹤0.01% 599
2025
Q4 		$14.8K Hold
564
– – ﹤0.01% 574
2025
Q3 		$14.5K Sell
564
-1,800
-76% -$44.6K ﹤0.01% 582
2025
Q2 		$56.3K Buy
2,364
+1,800
+319% +$39.6K 0.01% 397
2025
Q1 		$12.1K Buy
564
+288
+104% +$6.55K ﹤0.01% 554
2024
Q4 		$6.27K Hold
276
– – ﹤0.01% 641
2024
Q3 		$6.12K Hold
276
– – ﹤0.01% 645
2024
Q2 		$5.79K Hold
276
– – ﹤0.01% 618
2024
Q1 		$5.62K Sell
276
-270
-49% -$5.22K ﹤0.01% 557
2023
Q4 		$10.1K Buy
+546
New +$9.43K ﹤0.01% 515

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R
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SCM
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SG
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EK
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HCM
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