Palisade Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Palisade Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,634	Closed	-$67.7K	–	581
2025 Q3	$67.7K	Buy	+2,634	New	+$65.2K	0.01%	255
2024 Q2	–	Sell	-2,775	Closed	-$56.5K	–	354
2024 Q1	$56.5K	Buy	+2,775	New	+$53.7K	0.01%	260
2022 Q1	–	Sell	-14,988	Closed	-$282K	–	185
2021 Q4	$282K	Sell	14,988 -9,660	-39%	-$178K	0.03%	168
2021 Q3	$427K	Hold	24,648	–	–	0.05%	151
2021 Q2	$428K	Buy	24,648 +4,500	+22%	+$76.2K	0.05%	150
2021 Q1	$325K	Buy	20,148 +720	+4%	+$11.4K	0.04%	158
2020 Q4	$295K	Buy	+19,428	New	+$277K	0.04%	160

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Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors

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Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return