Next Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
32,926
+97
+0.3% +$2.31K 0.29% 64
2025
Q1
$707K Buy
+32,829
New +$707K 0.34% 60