TF
Tompkins Financial’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
45,722
| – | – | 0.1% | 93 |
|
|
2025
Q1 | $984K | Buy |
45,722
+2,798
| +7% | +$60.2K | 0.09% | 96 |
|
|
2024
Q4 | $974K | Buy |
42,924
+29,926
| +230% | +$679K | 0.09% | 92 |
|
|
2024
Q3 | $865K | Hold |
12,998
| – | – | 0.08% | 95 |
|
|
2024
Q2 | $817K | Buy |
12,998
+10,820
| +497% | +$680K | 0.09% | 98 |
|
|
2024
Q1 | $133K | Hold |
2,178
| – | – | 0.02% | 241 |
|
|
2023
Q4 | $121K | Hold |
2,178
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $109K | Hold |
2,178
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $113K | Hold |
2,178
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $104K | Hold |
2,178
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $98K | Hold |
2,178
| – | – | 0.02% | 266 |
|
|
2022
Q3 | $91K | Hold |
2,178
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $96K | Hold |
2,178
| – | – | 0.02% | 274 |
|
|
2022
Q1 | $116K | Buy |
+2,178
| New | +$116K | 0.02% | 272 |
|