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Clio Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Clio Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$333 – 17
2024
Q3 		$333 Buy
+5
New +$333 ﹤0.01% 14