TWM
SCHB icon

Topsail Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Topsail Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.87M Sell
120,390
-28,451
-19% -$678K 0.52% 22
2025
Q1 		$3.2M Buy
148,841
+5,133
+4% +$111K 0.65% 17
2024
Q4 		$3.26M Buy
+143,708
New +$3.26M 0.7% 16