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

Clear Point 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 Q2	$4.4M	Sell
2025 Q1	$4.04M	Sell
2024 Q4	$4.27M	Sell
2024 Q3	$4.18M	Sell
2024 Q2	$4.01M	Sell
2024 Q1	$4.08M	Sell
2023 Q4	$3.76M	Buy