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Magnolia Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Magnolia Capital Advisors’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 		– Sell
-17,781
Closed -$466K – 297
2025
Q4 		$466K Buy
17,781
+2,185
+14% +$56.9K 0.1% 184
2025
Q3 		$401K Sell
15,596
-785
-5% -$19.4K 0.1% 168
2025
Q2 		$390K Buy
16,381
+1,238
+8% +$27.3K 0.1% 174
2025
Q1 		$326K Sell
15,143
-163
-1% -$3.71K 0.09% 186
2024
Q4 		$347K Buy
15,306
+4,662
+44% +$106K 0.09% 182
2024
Q3 		$236K Sell
10,644
-33
-0.3% -$705 0.12% 130
2024
Q2 		$224K Buy
+10,677
New +$216K 0.13% 113

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R
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SG
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EK
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HCM
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