CHB Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Sell
128,938
-90
-0.1% -$2.15K 1.57% 34
2025
Q1
$2.78M Sell
129,028
-6,770
-5% -$146K 1.48% 26
2024
Q4
$3.08M Sell
135,798
-8,499
-6% -$193K 1.67% 10
2024
Q3
$3.2M Buy
+144,297
New +$3.2M 1.7% 9