Wealthstream 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
Q2
$950K Buy
2025
Q1
$762K Sell
2024
Q4
$1.04M Buy
2024
Q3
$773K Sell
2024
Q2
$742K Buy
2024
Q1
$699K Buy
2023
Q4
$529K Buy
2023
Q3
$284K Buy
2023
Q2
$273K Buy