Asset Allocation & Management Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Asset Allocation & Management Company’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
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