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Americana Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Americana 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
2026
Q1 		– Sell
-12,003
Closed -$315K – 530
2025
Q4 		$315K Buy
12,003
+38
+0.3% +$989 0.01% 394
2025
Q3 		$308K Buy
11,965
+35
+0.3% +$866 0.01% 379
2025
Q2 		$284K Buy
11,930
+35
+0.3% +$771 0.01% 369
2025
Q1 		$256K Buy
11,895
+36
+0.3% +$819 0.01% 344
2024
Q4 		$269K Hold
11,859
– – 0.01% 351
2024
Q3 		$263K Buy
11,859
+75
+0.6% +$1.6K 0.02% 330
2024
Q2 		$247K Hold
11,784
– – 0.02% 311
2024
Q1 		$240K Buy
11,784
+36
+0.3% +$697 0.02% 317
2023
Q4 		$218K Buy
+11,748
New +$203K 0.02% 294
2023
Q3 		– Sell
-11,748
Closed -$202K – 322
2023
Q2 		$202K Buy
+11,748
New +$192K 0.03% 277

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