SAM
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Smartleaf Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Smartleaf Asset Management’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 		$1.53M Buy
62,775
+10,499
+20% +$275K 0.06% 307
2025
Q4 		$1.38M Buy
52,276
+19,560
+60% +$509K 0.05% 307
2025
Q3 		$839K Buy
32,716
+1,296
+4% +$32.1K 0.05% 357
2025
Q2 		$745K Buy
31,420
+19,935
+174% +$439K 0.07% 304
2025
Q1 		$246K Buy
11,485
+10,857
+1,729% +$247K 0.02% 509
2024
Q4 		$14.3K Sell
628
-482
-43% -$11K ﹤0.01% 1834
2024
Q3 		$24.5K Buy
1,110
+459
+71% +$9.8K ﹤0.01% 1241
2024
Q2 		$13.7K Buy
651
+87
+15% +$1.76K ﹤0.01% 1237
2024
Q1 		$11.5K Buy
+564
New +$10.9K ﹤0.01% 984
2023
Q4 		– Hold
0
– – – 1105

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R
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SG
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EK
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HCM
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