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

CAP Partners 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
2025 Q3	$982K	Sell
2025 Q2	$931K	Sell
2025 Q1	$843K	Sell
2024 Q4	$893K	Buy
2024 Q3	$781K	Sell
2024 Q2	$754K	Sell
2024 Q1	$854K	Sell
2023 Q4	$809K	Buy