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Live Oak Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Live Oak Investment 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
2026
Q1 		$397K Hold
15,828
– – 0.23% 74
2025
Q4 		$415K Hold
15,828
– – 0.26% 69
2025
Q3 		$407K Hold
15,828
– – 0.27% 67
2025
Q2 		$377K Hold
15,828
– – 0.29% 67
2025
Q1 		$341K Buy
+15,828
New +$360K 0.27% 70
2024
Q4 		– Hold
0
– – – 68
2024
Q3 		– Hold
0
– – – 67
2024
Q2 		– Hold
0
– – – 67
2023
Q4 		– Hold
0
– – – 78
2023
Q3 		– Hold
0
– – – 83
2023
Q2 		– Hold
0
– – – 79
2023
Q1 		– Hold
0
– – – 81
2022
Q4 		– Hold
0
– – – 83

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