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Phil A. Younker & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Phil A. Younker & Associates’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22M Sell
924,085
-80,051
-8% -$1.91M 21.71% 1
2025
Q1 		$21.6M Sell
1,004,136
-78,680
-7% -$1.69M 21.28% 2
2024
Q4 		$24.6M Buy
+1,082,816
New +$24.6M 24.57% 1