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Halbert Hargrove Global Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$135K Hold
5,664
– – 0.01% 92
2025
Q1 		$122K Hold
5,664
– – 0.01% 94
2024
Q4 		$129K Buy
+5,664
New +$129K 0.01% 90