OCM
Osterweis Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 95 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 92 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 94 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 93 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 90 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 128 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 130 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 132 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 130 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 130 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 133 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 127 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 130 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 134 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 132 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 133 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 136 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 130 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 125 |
|