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

Skyline 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
2026
Q1 		$2.83M Sell
112,886
-3,232
-3% -$84.8K 0.99% 26
2025
Q4 		$3.05M Buy
116,118
+58
+0% +$1.51K 1.02% 17
2025
Q3 		$2.98M Buy
116,060
+54
+0% +$1.34K 1.03% 17
2025
Q2 		$2.76M Buy
116,006
+15,515
+15% +$342K 1.02% 18
2025
Q1 		$2.16M Buy
100,491
+10
+0% +$227 0.85% 18
2024
Q4 		$2.28M Buy
100,481
+11
+0% +$251 0.89% 18
2024
Q3 		$2.23M Buy
100,470
+21
+0% +$448 0.92% 19
2024
Q2 		$2.11M Hold
100,449
– – 0.92% 19
2024
Q1 		$2.04M Buy
100,449
+9
+0% +$174 0.91% 18
2023
Q4 		$1.86M Buy
+100,440
New +$1.73M 0.89% 20

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R
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SCM
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UBS AM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return