Cypress Point Wealth 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
Q3 | $3.87M | Sell |
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|
2025
Q2 | $3.89M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $4.4M | Sell |
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|
2024
Q2 | $4.22M | Sell |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $3.16M | Buy |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $2.92M | Buy |
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