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Blue Oak Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Blue Oak Capital’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 		– Sell
-13,220
Closed -$285K – 77
2025
Q1 		$285K Buy
+13,220
New +$301K 0.16% 57

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Blue Oak Capital's SCHB Position: Q2 2025 in Review

Blue Oak Capital sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 13,220 shares — an estimated $285K sold.

Blue Oak Capital first reported a position in SCHB in Q1 2025 and held it in 1 quarter. The position peaked at $285K in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Blue Oak Capital reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Oak Capital sold 13,220 Schwab US Broad Market ETF shares in Q2 2025, an estimated $285K.
  • Blue Oak Capital first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 1 quarter.
  • Blue Oak Capital's Schwab US Broad Market ETF position peaked at $285K in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.