Waycross Investment Management’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
Q2 | $948K | Hold |
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|
2025
Q1 | $856K | Hold |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $885K | Hold |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $827K | Hold |
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|
2023
Q4 | $754K | Sell |
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|
2023
Q3 | $693K | Hold |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $700K | Hold |
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|
2022
Q4 | $655K | Buy |
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