Abound Wealth 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
Q3
$714K Buy
2025
Q2
$637K Buy
2025
Q1
$209K Buy
2024
Q4
$219K Sell
2024
Q3
$265K Sell
2024
Q2
$332K Sell
2024
Q1
$327K Buy
2023
Q4
$242K Buy
2023
Q3
$153K Sell
2023
Q2
$161K Sell
2023
Q1
$172K Buy
2022
Q4
$127K Buy
2022
Q3
$118K Sell
2022
Q2
$1.87M Buy
2022
Q1
$141K Buy
2021
Q4
$123K Buy