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Heritage Wealth Architects’s Schwab US Broad Market ETF SCHB Stock Holding History

Heritage Wealth Architects’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.5M Buy
1,110,715
+20,346
+2% +$485K 19.49% 1
2025
Q1 		$23.5M Buy
+1,090,369
New +$23.5M 22.82% 1