Sanibel Captiva Trust Company’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
$244K Hold
10,230
0.01% 374
2025
Q1
$220K Buy
10,230
+1,230
+14% +$26.5K 0.01% 373
2024
Q4
$204K Buy
+9,000
New +$204K 0.01% 374