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

Claris 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	$281K	Hold
2025 Q2	$281K	Buy
2025 Q1	$253K	Buy
2024 Q4	$266K	Buy
2024 Q3	$259K	Buy
2024 Q2	$243K	Hold
2024 Q1	$236K	Buy
2023 Q4	$215K	Buy