HPIA
Hamilton Point Investment Advisors’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 | $133K | Hold |
5,601
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $121K | Hold |
5,601
| – | – | 0.02% | 126 |
|
|
2024
Q4 | $127K | Buy |
5,601
+3,734
| +200% | +$84.8K | 0.02% | 126 |
|
|
2024
Q3 | $124K | Hold |
1,867
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $118K | Hold |
1,867
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $114K | Hold |
1,867
| – | – | 0.02% | 122 |
|
|
2023
Q4 | $104K | Buy |
+1,867
| New | +$104K | 0.02% | 127 |
|