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