Gallagher Fiduciary Advisors’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	$2.66M	Buy	64,764,324 +62,061,116	+2,296%	+$2.55M	0.1%	41
2025 Q1	$58.2M	Buy	+2,703,208	New	+$58.2M	1.91%	6