AAMC
Asset Allocation & 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 | $5.5M | Buy |
230,624
+60,638
| +36% | +$1.45M | 2.54% | 8 |
|
|
2025
Q1 | $3.66M | Buy |
169,986
+127,956
| +304% | +$2.76M | 1.85% | 12 |
|
|
2024
Q4 | $954K | Buy |
42,030
+35,270
| +522% | +$801K | 0.52% | 29 |
|
|
2024
Q3 | $450K | Hold |
6,760
| – | – | 0.28% | 34 |
|
|
2024
Q2 | $425K | Hold |
6,760
| – | – | 0.28% | 37 |
|
|
2024
Q1 | $413K | Buy |
+6,760
| New | +$413K | 0.27% | 38 |
|