Cambridge Financial Group (Arizona)’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
$4.52M Buy
189,882
+57,856
+44% +$1.38M 1.7% 13
2025
Q1
$2.84M Buy
132,026
+2,369
+2% +$51K 1.21% 19
2024
Q4
$2.94M Sell
129,657
-2,814
-2% -$63.9K 1.26% 19
2024
Q3
$2.94M Sell
132,471
-10,020
-7% -$222K 1.22% 19
2024
Q2
$2.99M Buy
142,491
+2,340
+2% +$49K 1.36% 18
2024
Q1
$2.85M Sell
140,151
-309
-0.2% -$6.29K 1.36% 17
2023
Q4
$2.61M Buy
+140,460
New +$2.61M 1.36% 20