MIM
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Moseley Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Moseley Investment Management’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 		$411K Hold
16,376
– – 0.13% 101
2025
Q4 		$430K Sell
16,376
-100
-0.6% -$2.6K 0.13% 105
2025
Q3 		$424K Hold
16,476
– – 0.13% 109
2025
Q2 		$393K Hold
16,476
– – 0.14% 111
2025
Q1 		$355K Hold
16,476
– – 0.14% 107
2024
Q4 		$374K Hold
16,476
– – 0.15% 106
2024
Q3 		$365K Hold
16,476
– – 0.15% 107
2024
Q2 		$345K Hold
16,476
– – 0.16% 103
2024
Q1 		$335K Hold
16,476
– – 0.17% 103
2023
Q4 		$306K Sell
16,476
-180
-1% -$3.11K 0.17% 110
2023
Q3 		$277K Hold
16,656
– – 0.17% 114
2023
Q2 		$287K Buy
16,656
+600
+4% +$9.78K 0.17% 111
2023
Q1 		$256K Sell
16,056
-1,092
-6% -$17.1K 0.17% 119
2022
Q4 		$256K Hold
17,148
– – 0.18% 118
2022
Q3 		$240K Hold
17,148
– – 0.18% 117
2022
Q2 		$253K Buy
+17,148
New +$275K 0.18% 128

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