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

Dakota Wealth Management’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 Q3	$479K	Sell
2025 Q2	$484K	Sell
2025 Q1	$465K	Sell
2024 Q4	$501K	Sell
2024 Q3	$525K	Sell
2024 Q2	$707K	Sell
2024 Q1	$902K	Buy
2023 Q4	$327K	Buy
2023 Q3	$288K	Buy