Fragasso Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$272K Sell
2025
Q1
$303K Buy
2024
Q4
$318K Buy
2024
Q3
$310K Buy
2024
Q2
$291K Hold
2024
Q1
$283K Buy
2023
Q4
$258K Buy