Axos Invest’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	$3.8M	Sell	159,427 -6,695	-4%	-$160K	2.87%	8
2025 Q1	$3.58M	Buy	166,122 +5,461	+3%	+$118K	2.77%	8
2024 Q4	$3.65M	Sell	160,661 -67,270	-30%	-$1.53M	2.66%	8
2024 Q3	$5.05M	Buy	+227,931	New	+$5.05M	3.46%	8