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

Congress Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Buy
2025 Q1	$485K	Sell
2024 Q4	$546K	Sell
2024 Q3	$842K	Buy
2024 Q2	$788K	Buy
2022 Q2	–	Sell
2022 Q1	$353K	Sell
2021 Q4	$646K	Buy