Regis Acquisition’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.23M Buy
2024
Q1
$2.56M Buy
2023
Q4
$2.29M Buy
2023
Q3
$597K Hold
2023
Q2
$619K Sell
2023
Q1
$729K Buy