Ruggaard & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Ruggaard & Associates’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	$245K	Sell
2025 Q1	$289K	Sell
2024 Q4	$305K	Buy
2024 Q3	$298K	Hold
2024 Q2	$282K	Hold
2024 Q1	$274K	Sell
2023 Q4	$251K	Sell
2023 Q3	$322K	Sell
2023 Q2	$351K	Hold
2023 Q1	$325K	Buy