Noesis Capital Mangement’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 | $307K | Buy |
12,875
+2,781
| +28% | +$66.3K | 0.05% | 97 |
|
|
2025
Q1 | $217K | Hold |
10,094
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $229K | Sell |
10,094
-1
| -0% | -$23 | 0.04% | 105 |
|
|
2024
Q3 | $224K | Hold |
10,095
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $212K | Hold |
10,095
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $205K | Buy |
+10,095
| New | +$205K | 0.05% | 91 |
|