SIS
Strategic Investment Solutions’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 | $62.3K | Buy |
2,613
+223
| +9% | +$5.32K | 0.02% | 191 |
|
|
2025
Q1 | $51.5K | Sell |
2,390
-349
| -13% | -$7.51K | 0.01% | 191 |
|
|
2024
Q4 | $73.8K | Buy |
2,739
+1,945
| +245% | +$52.4K | 0.02% | 161 |
|
|
2024
Q3 | $52.8K | Buy |
794
+356
| +81% | +$23.7K | 0.02% | 191 |
|
|
2024
Q2 | $42.1K | Buy |
+438
| New | +$42.1K | 0.01% | 194 |
|
|
2023
Q4 | $63.7K | Sell |
1,143
-48,446
| -98% | -$2.7M | 0.01% | 408 |
|
|
2023
Q3 | $2.58M | Buy |
49,589
+48,803
| +6,209% | +$2.53M | 0.03% | 200 |
|
|
2023
Q2 | $38.6K | Sell |
786
-4
| -0.5% | -$196 | 0.01% | 348 |
|
|
2023
Q1 | $37.8K | Buy |
+790
| New | +$37.8K | 0.01% | 417 |
|