Abacus Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Abacus Planning Group’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.08M	Buy
2025 Q1	$860K	Buy
2024 Q4	$719K	Buy
2024 Q3	$690K	Buy
2024 Q2	$651K	Sell
2024 Q1	$647K	Buy
2023 Q4	$527K	Buy
2023 Q3	$463K	Buy
2023 Q2	$470K	Buy
2023 Q1	$434K	Buy
2022 Q4	$347K	Buy