ARK & TLK Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
85,569
-153
-0.2% -$3.65K 0.65% 25
2025
Q1
$1.85M Hold
85,722
0.65% 28
2024
Q4
$1.95M Hold
85,722
0.68% 24
2024
Q3
$1.9M Sell
85,722
-120
-0.1% -$2.66K 0.68% 24
2024
Q2
$1.8M Hold
85,842
0.67% 24
2024
Q1
$1.75M Hold
85,842
0.68% 26
2023
Q4
$1.59M Buy
+85,842
New +$1.59M 0.64% 27