AIMC
Alley Investment Management Company’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 | $255K | Hold |
10,686
| – | – | 0.03% | 82 |
|
|
2025
Q1 | $230K | Hold |
10,686
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $243K | Buy |
10,686
+7,124
| +200% | +$162K | 0.03% | 83 |
|
|
2024
Q3 | $237K | Hold |
3,562
| – | – | 0.03% | 83 |
|
|
2024
Q2 | $224K | Hold |
3,562
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $217K | Buy |
+3,562
| New | +$217K | 0.03% | 83 |
|