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Sunpointe’s Schwab US Broad Market ETF SCHB Stock Holding History

Sunpointe’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$735K Sell
30,826
-796
-3% -$19K 0.29% 80
2025
Q1 		$681K Buy
+31,622
New +$681K 0.36% 59
2024
Q3 		– Sell
-1,239,945
Closed -$26.1M – 187
2024
Q2 		$26.1M Buy
+1,239,945
New +$26.1M 16.96% 1