Diversified Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Diversified Trust’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$953K	Sell
2025 Q3	$936K	Buy
2025 Q2	$847K	Sell
2025 Q1	$765K	Hold
2024 Q4	$807K	Sell
2024 Q3	$819K	Buy
2024 Q2	$719K	Sell
2024 Q1	$707K	Buy