West Coast Financial’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
Sell
2025
Q1
$1.26M Hold
2024
Q4
$1.32M Hold
2024
Q3
$1.29M Hold
2024
Q2
$1.22M Hold
2024
Q1
$1.19M Buy
2023
Q4
$788K Hold
2023
Q3
$705K Hold
2023
Q2
$732K Buy