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Clark Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Clark Wealth Partners’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
Q1 		– Sell
-1
Closed -$32 – 584
2024
Q4 		$32 Buy
+1
New +$23 ﹤0.01% 519

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Clark Wealth Partners's SCHB Position: Q1 2025 in Review

Clark Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 1 share — an estimated $32 sold.

Clark Wealth Partners first reported a position in SCHB in Q4 2024 and held it in 1 quarter. The position peaked at $32 in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Clark Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 1 Schwab US Broad Market ETF share in Q1 2025, an estimated $32.
  • Clark Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 1 quarter.
  • Clark Wealth Partners's Schwab US Broad Market ETF position peaked at $32 in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Clark Wealth Partners's 13F filing for Q1 2025, filed 4 Feb 2026.