CPA
Clear Point Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
184,848
-2,894
| -2% | -$69K | 3.71% | 4 |
|
|
2025
Q1 | $4.04M | Sell |
187,742
-297
| -0.2% | -$6.39K | 3.63% | 5 |
|
|
2024
Q4 | $4.27M | Buy |
188,039
+125,139
| +199% | +$2.84M | 3.65% | 4 |
|
|
2024
Q3 | $4.18M | Sell |
62,900
-915
| -1% | -$60.9K | 3.23% | 4 |
|
|
2024
Q2 | $4.01M | Sell |
63,815
-3,241
| -5% | -$204K | 3.3% | 4 |
|
|
2024
Q1 | $4.08M | Sell |
67,056
-433
| -0.6% | -$26.3K | 3.35% | 4 |
|
|
2023
Q4 | $3.76M | Buy |
+67,489
| New | +$3.76M | 3.32% | 5 |
|