Everett Harris & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Everett Harris & Co’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
2025 Q3	$465K	Sell
2025 Q2	$512K	Sell
2025 Q1	$468K	Sell
2024 Q4	$495K	Buy
2024 Q3	$412K	Buy
2024 Q2	$388K	Buy
2024 Q1	$278K	Buy
2023 Q4	$212K	Buy
2017 Q3	–	Sell
2017 Q2	$216K	Hold
2017 Q1	$211K	Buy