BIP
Blue Investment Partners’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 | $13.9M | Sell |
583,483
-3,528
| -0.6% | -$84.1K | 4.88% | 8 |
|
|
2025
Q1 | $12.6M | Buy |
587,011
+16,114
| +3% | +$347K | 4.76% | 7 |
|
|
2024
Q4 | $13M | Buy |
570,897
+383,412
| +205% | +$8.7M | 4.76% | 4 |
|
|
2024
Q3 | $12.5M | Buy |
187,485
+9,792
| +6% | +$651K | 5.14% | 5 |
|
|
2024
Q2 | $11.2M | Buy |
177,693
+6,097
| +4% | +$383K | 5.06% | 5 |
|
|
2024
Q1 | $10.5M | Buy |
171,596
+20,341
| +13% | +$1.24M | 5.45% | 5 |
|
|
2023
Q4 | $8.42M | Buy |
151,255
+5,706
| +4% | +$318K | 5.49% | 5 |
|
|
2023
Q3 | $7.26M | Buy |
145,549
+12,517
| +9% | +$624K | 5.77% | 5 |
|
|
2023
Q2 | $6.88M | Buy |
133,032
+12,284
| +10% | +$635K | 5.25% | 5 |
|
|
2023
Q1 | $5.78M | Buy |
120,748
+16,568
| +16% | +$793K | 5.83% | 5 |
|
|
2022
Q4 | $4.67M | Buy |
+104,180
| New | +$4.67M | 5.8% | 4 |
|