Councilmark Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Hold
2025
Q1
$286K Hold
2024
Q4
$302K Hold
2024
Q3
$295K Hold
2024
Q2
$279K Hold
2024
Q1
$270K Buy