Alley Investment Management Company’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
2025
Q2
$255K Hold
2025
Q1
$230K Hold
2024
Q4
$243K Hold
2024
Q3
$237K Hold
2024
Q2
$224K Hold
2024
Q1
$217K Buy