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Roxbury Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Roxbury Financial’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 		$71.4K Buy
2,997
+18
+0.6% +$429 0.07% 144
2025
Q1 		$68.3K Buy
2,979
+11
+0.4% +$252 0.07% 144
2024
Q4 		$69.7K Buy
+2,968
New +$69.7K 0.07% 135