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

Angeles 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
2026
Q1 		$2.73M Buy
108,801
+492
+0.5% +$12.9K 0.15% 63
2025
Q4 		$2.84M Buy
108,309
+8,082
+8% +$210K 0.16% 57
2025
Q3 		$2.58M Hold
100,227
– – 0.16% 55
2025
Q2 		$2.39M Buy
100,227
+95,204
+1,895% +$2.1M 0.16% 52
2025
Q1 		$108K Buy
5,023
+2,311
+85% +$52.6K 0.01% 304
2024
Q4 		$61.6K Hold
2,712
– – 0.01% 333
2024
Q3 		$60.1K Hold
2,712
– – 0.01% 294
2024
Q2 		$56.8K Buy
2,712
+42
+2% +$851 0.01% 258
2024
Q1 		$54.3K Hold
2,670
– – 0.01% 251
2023
Q4 		$49.5K Buy
2,670
+270
+11% +$4.66K 0.01% 223
2023
Q3 		$39.9K Hold
2,400
– – 0.01% 203
2023
Q2 		$41.4K Hold
2,400
– – 0.01% 203
2023
Q1 		$38.3K Hold
2,400
– – 0.01% 193
2022
Q4 		$35.8K Buy
+2,400
New +$36.1K 0.01% 196

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