Stark Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,768
Closed -$222K 63
2024
Q4
$222K Buy
+9,768
New +$223K 0.16% 80

Other funds holding SCHB

Stark Wealth Management's SCHB Position: Q1 2025 in Review

Stark Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 9,768 shares — an estimated $222K sold.

Stark Wealth Management first reported a position in SCHB in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Stark Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Stark Wealth Management sold 9,768 Schwab US Broad Market ETF shares in Q1 2025, an estimated $222K.
  • Stark Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 1 quarter.
  • Stark Wealth Management's Schwab US Broad Market ETF position peaked at $222K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Stark Wealth Management's 13F filing for Q1 2025, filed 7 Jul 2026.