Access Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Access Financial Services’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	$353K	Sell
2025 Q1	$328K	Buy
2024 Q4	$336K	Buy
2019 Q1	–	Sell
2018 Q4	$680K	Buy