Summit Trail Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Summit Trail Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.41M	Sell
2025 Q2	$5.07M	Buy
2024 Q4	–	Sell
2024 Q3	$1.11M	Buy
2024 Q2	$1.05M	Hold
2024 Q1	$1.02M	Buy