US Financial Advisors’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
2025
Q1
$225K Hold
2024
Q4
$237K Hold
2024
Q3
$231K Hold
2024
Q2
$219K Hold
2024
Q1
$212K Buy
2021
Q2
Sell
2021
Q1
$5.19M Buy
2020
Q4
$4.49M Buy