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Tandem Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Tandem Investment Partners’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 		$958K Sell
40,194
-541
-1% -$12.9K 0.84% 33
2025
Q1 		$877K Sell
40,735
-671
-2% -$14.4K 0.87% 29
2024
Q4 		$940K Buy
+41,406
New +$940K 0.9% 25