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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$146K	Hold
2025 Q2	$135K	Hold
2025 Q1	$122K	Hold
2024 Q4	$129K	Buy