Freedom Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
56,553
-2,595
-4% -$61.8K 0.57% 30
2025
Q1
$1.27M Sell
59,148
-1,329
-2% -$28.6K 0.59% 30
2024
Q4
$1.37M Buy
+60,477
New +$1.37M 0.66% 29