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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Hold
9,933
0.17% 16
2025
Q1
$214K Sell
9,933
-2,700
-21% -$58.1K 0.17% 18
2024
Q4
$287K Buy
+12,633
New +$287K 0.23% 18