EAM
Everstar Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
63,019
-1,606
| -2% | -$38.3K | 0.92% | 22 |
|
|
2025
Q1 | $1.39M | Sell |
64,625
-1,235
| -2% | -$26.6K | 0.92% | 22 |
|
|
2024
Q4 | $1.5M | Buy |
65,860
+41,534
| +171% | +$943K | 1.06% | 23 |
|
|
2024
Q3 | $1.62M | Buy |
+24,326
| New | +$1.62M | 1.11% | 21 |
|