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

Tidemark’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
2025 Q2	$171K	Buy
2025 Q1	$154K	Buy
2024 Q4	$162K	Buy
2024 Q3	$157K	Buy
2024 Q2	$149K	Buy
2024 Q1	$13.3K	Hold
2023 Q4	$12.1K	Buy