CGA
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Crescent Grove Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Crescent Grove 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
2026
Q1 		$301K Hold
12,000
– – 0.03% 236
2025
Q4 		$315K Hold
12,000
– – 0.03% 234
2025
Q3 		$309K Hold
12,000
– – 0.03% 226
2025
Q2 		$286K Hold
12,000
– – 0.03% 225
2025
Q1 		$258K Hold
12,000
– – 0.03% 229
2024
Q4 		$272K Hold
12,000
– – 0.03% 224
2024
Q3 		$266K Hold
12,000
– – 0.03% 238
2024
Q2 		$252K Hold
12,000
– – 0.03% 234
2024
Q1 		$244K Hold
12,000
– – 0.03% 270
2023
Q4 		$223K Buy
+12,000
New +$207K 0.02% 269
2023
Q3 		– Sell
-12,000
Closed -$207K – 298
2023
Q2 		$207K Buy
+12,000
New +$196K 0.02% 277

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