Live Oak Investment Partners’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 | $377K | Hold |
15,828
| – | – | 0.29% | 67 |
|
|
2025
Q1 | $341K | Buy |
+15,828
| New | +$341K | 0.27% | 70 |
|
|
2024
Q4 | – | Hold |
0
| – | -$351K | – | 68 |
|
|
2024
Q3 | – | Hold |
0
| – | -$332K | – | 67 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 67 |
|
|
2023
Q4 | – | Hold |
0
| – | -$263K | – | 78 |
|
|
2023
Q3 | – | Hold |
0
| – | -$273K | – | 83 |
|
|
2023
Q2 | – | Hold |
0
| – | -$252K | – | 79 |
|
|
2023
Q1 | – | Hold |
0
| – | -$236K | – | 81 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 83 |
|