Stratos Investment Management’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
$5.3M Buy
222,562
+33,626
+18% +$801K 0.24% 84
2025
Q1
$4.07M Buy
+188,936
New +$4.07M 0.22% 88