SIM
Studio Investment Management’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 | – | Sell |
-1,092
| Closed | -$23.5K | – | 282 |
|
|
2025
Q1 | $23.5K | Hold |
1,092
| – | – | ﹤0.01% | 231 |
|
|
2024
Q4 | $24.8K | Buy |
1,092
+728
| +200% | +$16.5K | 0.01% | 224 |
|
|
2024
Q3 | $24.2K | Hold |
364
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $23K | Buy |
+364
| New | +$23K | 0.01% | 209 |
|