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Bleakley Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bleakley Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,687
Closed -$243K – 897
2024
Q4 		$243K Buy
+10,687
New +$243K 0.01% 884