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Thoroughbred Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Thoroughbred Financial Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,696
Closed -$228K – 598
2025
Q4 		$228K Buy
8,696
+4
+0% +$104 0.01% 529
2025
Q3 		$223K Sell
8,692
-1,112
-11% -$27.5K 0.01% 527
2025
Q2 		$233K Buy
+9,804
New +$216K 0.02% 515
2025
Q1 		– Sell
-9,030
Closed -$204K – 718
2024
Q4 		$204K Buy
9,030
+3
+0% +$69 0.01% 650
2024
Q3 		$200K Buy
+9,027
New +$193K 0.01% 633
2023
Q3 		– Sell
-11,982
Closed -$206K – 583
2023
Q2 		$206K Sell
11,982
-5,034
-30% -$82.1K 0.03% 400
2023
Q1 		$271K Buy
+17,016
New +$266K 0.04% 338
2022
Q2 		– Sell
-11,646
Closed -$207K – 391
2022
Q1 		$207K Buy
11,646
+558
+5% +$9.79K 0.03% 350
2021
Q4 		$208K Buy
+11,088
New +$204K 0.04% 323

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