Disciplined Investors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.91M Sell
331,818
-822
-0.2% -$19.6K 6.16% 2
2025
Q1
$7.16M Sell
332,640
-4,465
-1% -$96.1K 6.46% 1
2024
Q4
$7.6M Buy
+337,105
New +$7.6M 7.32% 1