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Gunn & Company Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Gunn & Company Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$235K Sell
10,590
-360
-3% -$7.98K 0.16% 58
2024
Q2 		$229K Hold
10,950
– – 0.01% 137
2024
Q1 		$223K Hold
10,950
– – 0.17% 56
2023
Q4 		$203K Buy
+10,950
New +$203K 0.01% 130