SA
Skyline Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
116,006
+15,515
| +15% | +$370K | 1.02% | 18 |
|
|
2025
Q1 | $2.16M | Buy |
100,491
+10
| +0% | +$215 | 0.85% | 18 |
|
|
2024
Q4 | $2.28M | Buy |
100,481
+66,991
| +200% | +$1.52M | 0.89% | 18 |
|
|
2024
Q3 | $2.23M | Buy |
33,490
+7
| +0% | +$466 | 0.92% | 19 |
|
|
2024
Q2 | $2.11M | Hold |
33,483
| – | – | 0.92% | 19 |
|
|
2024
Q1 | $2.04M | Buy |
33,483
+3
| +0% | +$183 | 0.91% | 18 |
|
|
2023
Q4 | $1.86M | Buy |
+33,480
| New | +$1.86M | 0.89% | 20 |
|