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S&CO Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

S&CO Inc’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,780
Closed -$682K – 220
2024
Q3 		$682K Hold
30,780
– – 0.04% 165
2024
Q2 		$645K Buy
+30,780
New +$645K 0.05% 164