Traction Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.04M Buy
41,256
+5,937
+17% +$156K 0.64% 23
2025
Q4
$926K Buy
35,319
+2,018
+6% +$52.5K 0.55% 23
2025
Q3
$856K Buy
33,301
+4,397
+15% +$109K 0.53% 24
2025
Q2
$689K Buy
28,904
+1,511
+6% +$33.3K 0.47% 28
2025
Q1
$590K Sell
27,393
-1,557
-5% -$35.4K 0.46% 23
2024
Q4
$657K Buy
28,950
+4,077
+16% +$93.1K 0.51% 25
2024
Q3
$552K Sell
24,873
-5,502
-18% -$117K 0.43% 33
2024
Q2
$648K Buy
30,375
+5,328
+21% +$108K 0.47% 27
2024
Q1
$506K Buy
25,047
+9,891
+65% +$191K 0.4% 35
2023
Q4
$281K Buy
+15,156
New +$262K 0.19% 51

Other funds holding SCHB