RA
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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
2026
Q1 		$248K Sell
9,887
-375
-4% -$9.84K 0.1% 111
2025
Q4 		$269K Hold
10,262
– – 0.11% 103
2025
Q3 		$264K Sell
10,262
-15
-0.1% -$371 0.1% 106
2025
Q2 		$245K Sell
10,277
-3,128
-23% -$68.9K 0.1% 105
2025
Q1 		$289K Sell
13,405
-36
-0.3% -$819 0.13% 93
2024
Q4 		$305K Buy
13,441
+1
+0% +$23 0.13% 90
2024
Q3 		$298K Hold
13,440
– – 0.13% 96
2024
Q2 		$282K Hold
13,440
– – 0.13% 94
2024
Q1 		$274K Sell
13,440
-84
-0.6% -$1.63K 0.13% 97
2023
Q4 		$251K Sell
13,524
-5,850
-30% -$101K 0.13% 99
2023
Q3 		$322K Sell
19,374
-990
-5% -$17.1K 0.19% 76
2023
Q2 		$351K Hold
20,364
– – 0.21% 71
2023
Q1 		$325K Buy
+20,364
New +$318K 0.2% 72

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