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Bullock Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bullock Wealth Management’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
Q1 		– Sell
-6
Closed -$139 – 617
2024
Q4 		$139 Hold
6
– – ﹤0.01% 596
2024
Q3 		$138 Hold
6
– – ﹤0.01% 569
2024
Q2 		$132 Hold
6
– – ﹤0.01% 560
2024
Q1 		$127 Buy
+6
New +$116 ﹤0.01% 559

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EK
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HWM
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Bullock Wealth Management's SCHB Position: Q1 2025 in Review

Bullock Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 6 shares — an estimated $139 sold.

Bullock Wealth Management first reported a position in SCHB in Q1 2024 and held it in 4 quarters. The position peaked at $139 in Q4 2024. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Bullock Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 6 Schwab US Broad Market ETF shares in Q1 2025, an estimated $139.
  • Bullock Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Schwab US Broad Market ETF position peaked at $139 in Q4 2024.
  • 1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.