Sonora Investment Management Group’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
$396K Buy
16,602
+46
+0.3% +$1.1K 0.03% 193
2025
Q1
$356K Buy
+16,556
New +$356K 0.03% 198
2023
Q1
Sell
-30,462
Closed -$455K 282
2022
Q4
$455K Buy
+30,462
New +$455K 0.04% 165