Cape Investment Advisory’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
Q3 | $328K | Sell |
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|
2025
Q2 | $37.7M | Buy |
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|
2025
Q1 | $33.6M | Sell |
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|
2024
Q4 | $35.8M | Buy |
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|
2024
Q3 | $34.8M | Buy |
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|
2024
Q2 | $32.1M | Buy |
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|
2024
Q1 | $31.2M | Buy |
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|
2023
Q4 | $28.1M | Sell |
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|
2023
Q3 | $25.2M | Sell |
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|
2023
Q2 | $26.8M | Buy |
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|
2023
Q1 | $24.8M | Buy |
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