CAM
Councilmark Asset Management’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 | $317K | Hold |
13,290
| – | – | 0.2% | 69 |
|
|
2025
Q1 | $286K | Hold |
13,290
| – | – | 0.19% | 71 |
|
|
2024
Q4 | $302K | Buy |
13,290
+8,860
| +200% | +$201K | 0.2% | 69 |
|
|
2024
Q3 | $295K | Hold |
4,430
| – | – | 0.2% | 71 |
|
|
2024
Q2 | $279K | Hold |
4,430
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $270K | Buy |
+4,430
| New | +$270K | 0.19% | 73 |
|