New Perspectives Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Hold
2025
Q2
$312K Hold
2025
Q1
$282K Hold
2024
Q4
$297K Hold
2024
Q3
$290K Hold
2024
Q2
$274K Hold
2024
Q1
$266K Buy