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Proficio Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Proficio Capital Partners’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
Q2 		– Sell
-32,594
Closed -$702K – 469
2025
Q1 		$702K Buy
+32,594
New +$741K 0.05% 163

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Proficio Capital Partners's SCHB Position: Q2 2025 in Review

Proficio Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 32,594 shares — an estimated $702K sold.

Proficio Capital Partners first reported a position in SCHB in Q1 2025 and held it in 1 quarter. The position peaked at $702K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Proficio Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 32,594 Schwab US Broad Market ETF shares in Q2 2025, an estimated $702K.
  • Proficio Capital Partners first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 1 quarter.
  • Proficio Capital Partners's Schwab US Broad Market ETF position peaked at $702K in Q1 2025.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.