Asset Allocation & 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
$5.5M Buy
2025
Q1
$3.66M Buy
2024
Q4
$954K Buy
2024
Q3
$450K Hold
2024
Q2
$425K Hold
2024
Q1
$413K Buy