SIS
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Strategic Investment Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Investment Solutions’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
Q2 		$89.2K Buy
3,080
+3
+0.1% +$84 0.02% 214
2026
Q1 		$77.2K Buy
3,077
+3
+0.1% +$79 0.02% 222
2025
Q4 		$80.6K Sell
3,074
-63
-2% -$1.64K 0.02% 203
2025
Q3 		$80.7K Buy
3,137
+524
+20% +$13K 0.02% 186
2025
Q2 		$62.3K Buy
2,613
+223
+9% +$4.91K 0.02% 191
2025
Q1 		$51.5K Sell
2,390
-349
-13% -$7.94K 0.01% 191
2024
Q4 		$73.8K Buy
2,739
+357
+15% +$8.15K 0.02% 161
2024
Q3 		$52.8K Buy
2,382
+1,068
+81% +$22.8K 0.02% 191
2024
Q2 		$42.1K Buy
+1,314
New +$26.6K 0.01% 194
2023
Q4 		$63.6K Sell
3,429
-145,338
-98% -$2.51M 0.01% 408
2023
Q3 		$2.58M Buy
148,767
+146,409
+6,209% +$2.53M 0.03% 200
2023
Q2 		$38.6K Sell
2,358
-12
-0.5% -$196 0.01% 348
2023
Q1 		$37.8K Buy
+2,370
New +$37.1K 0.01% 417

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JWS
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WC
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SI
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AWM
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FFN
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WPC
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SWM
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SIG
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