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Isthmus Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Isthmus Partners’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
Q4 		– Sell
-20,108
Closed -$517K – 221
2025
Q3 		$517K Buy
+20,108
New +$498K 0.11% 74

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Isthmus Partners's SCHB Position: Q4 2025 in Review

Isthmus Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 20,108 shares — an estimated $517K sold.

Isthmus Partners first reported a position in SCHB in Q3 2025 and held it in 1 quarter. The position peaked at $517K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Isthmus Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Isthmus Partners sold 20,108 Schwab US Broad Market ETF shares in Q4 2025, an estimated $517K.
  • Isthmus Partners first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 1 quarter.
  • Isthmus Partners's Schwab US Broad Market ETF position peaked at $517K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Isthmus Partners's 13F filing for Q4 2025, filed 5 Feb 2026.