Noesis Capital Mangement’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
$322K Sell
2025
Q2
$307K Buy
2025
Q1
$217K Hold
2024
Q4
$229K Sell
2024
Q3
$224K Hold
2024
Q2
$212K Hold
2024
Q1
$205K Buy