CGN Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

CGN Advisors’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	$1.74M	Sell
2025 Q2	$1.64M	Sell
2025 Q1	$1.83M	Sell
2024 Q4	$2.01M	Sell
2024 Q3	$1.97M	Sell
2024 Q2	$2.58M	Sell
2024 Q1	$2.58M	Buy
2023 Q4	$2.26M	Buy
2023 Q3	$979K	Buy