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NBZ Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

NBZ Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.48M Sell
313,715
-1,756
-0.6% -$41.8K 4.26% 11
2025
Q1 		$6.79M Sell
315,471
-11,939
-4% -$257K 3.91% 9
2024
Q4 		$7.43M Buy
+327,410
New +$7.43M 4.15% 9