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Custom Portfolio Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$7.83M Sell
124,313
-999
-0.8% -$63K 6.17% 3
2024
Q1
$7.64M Hold
125,312
6.3% 3
2023
Q4
$6.97M Buy
+125,312
New +$6.97M 6.2% 3