Sierra Summit Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sierra Summit Advisors’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	–	Sell
2025 Q1	$303K	Hold
2024 Q4	$320K	Hold
2024 Q3	$312K	Hold
2024 Q2	$295K	Sell
2024 Q1	$357K	Hold
2023 Q4	$325K	Buy