Bosun Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$715K Hold
2025
Q1
$646K Hold
2024
Q4
$681K Hold
2024
Q3
$665K Hold
2024
Q2
$629K Hold
2024
Q1
$611K Hold
2023
Q4
$557K Hold
2023
Q3
$499K Hold
2023
Q2
$517K Hold
2023
Q1
$479K Hold
2022
Q4
$448K Hold
2022
Q3
$420K Hold
2022
Q2
$442K Hold
2022
Q1
$534K Hold
2021
Q4
$565K Buy