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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
2026
Q1 		$3.78M Sell
150,638
-362
-0.2% -$9.5K 0.08% 204
2025
Q4 		$3.96M Buy
151,000
+132,367
+710% +$3.45M 0.07% 200
2025
Q3 		$479K Sell
18,633
-1,680
-8% -$41.6K 0.01% 486
2025
Q2 		$484K Sell
20,313
-1,302
-6% -$28.7K 0.01% 521
2025
Q1 		$465K Sell
21,615
-435
-2% -$9.89K 0.01% 527
2024
Q4 		$501K Sell
22,050
-1,608
-7% -$36.7K 0.01% 504
2024
Q3 		$525K Sell
23,658
-10,032
-30% -$214K 0.01% 494
2024
Q2 		$707K Sell
33,690
-10,629
-24% -$215K 0.02% 438
2024
Q1 		$902K Buy
44,319
+26,676
+151% +$516K 0.02% 383
2023
Q4 		$327K Buy
17,643
+315
+2% +$5.44K 0.01% 497
2023
Q3 		$288K Buy
+17,328
New +$300K 0.01% 498

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R
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SCM
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UBS AM
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SG
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EK
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HCM
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