Addison Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Addison Advisors’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	$14.5K	Sell
2025 Q2	$56.3K	Buy
2025 Q1	$12.1K	Buy
2024 Q4	$6.27K	Hold
2024 Q3	$6.12K	Hold
2024 Q2	$5.79K	Hold
2024 Q1	$5.62K	Sell
2023 Q4	$10.1K	Buy