Rossby Financial’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
$256K Sell
10,737
-4,848
-31% -$116K 0.09% 216
2025
Q1
$331K Buy
15,585
+1,262
+9% +$26.8K 0.14% 150
2024
Q4
$325K Buy
+14,323
New +$325K 0.2% 127