&Partners’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
$2.08M Sell
86,045
-1,237
-1% -$29.9K 0.02% 651
2025
Q1
$1.87M Sell
87,282
-27,900
-24% -$598K 0.02% 566
2024
Q4
$2.64M Buy
115,182
+62,151
+117% +$1.43M 0.03% 414
2024
Q3
$1.18M Buy
53,031
+36,906
+229% +$818K 0.02% 511
2024
Q2
$338K Buy
+16,125
New +$338K 0.01% 674