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BFSG LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

BFSG LLC’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
2026
Q1 		$52.9K Buy
2,108
+5
+0.2% +$131 0.01% 418
2025
Q4 		$55.2K Sell
2,103
-172
-8% -$4.48K 0.01% 399
2025
Q3 		$58.5K Sell
2,275
-1,391
-38% -$34.4K 0.01% 395
2025
Q2 		$87.4K Buy
3,666
+10
+0.3% +$220 0.01% 338
2025
Q1 		$78.7K Sell
3,656
-1,990
-35% -$45.3K 0.01% 333
2024
Q4 		$128K Buy
5,646
+3,396
+151% +$77.6K 0.02% 285
2024
Q3 		$49.9K Buy
2,250
+12
+0.5% +$256 0.01% 379
2024
Q2 		$46.9K Hold
2,238
– – 0.01% 367
2024
Q1 		$45.6K Buy
2,238
+12
+0.5% +$232 0.01% 382
2023
Q4 		$41.3K Buy
+2,226
New +$38.4K 0.01% 367
2020
Q1 		– Sell
-86,406
Closed -$1.11M – 186
2019
Q4 		$1.11M Buy
+86,406
New +$1.06M 0.21% 107

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HCM
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