Able Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Able Wealth Management’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 Q3	$384K	Hold
2025 Q2	$356K	Hold
2025 Q1	$321K	Hold
2024 Q4	$339K	Buy
2024 Q3	$331K	Buy
2024 Q2	$313K	Hold
2024 Q1	$303K	Sell
2023 Q4	$290K	Buy