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IMG Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

IMG Wealth Management’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 		– Sell
-231
Closed -$5.5K – 560
2025
Q2 		$5.5K Buy
+231
New +$5.09K ﹤0.01% 334

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IMG Wealth Management's SCHB Position: Q3 2025 in Review

IMG Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 231 shares — an estimated $5.5K sold.

IMG Wealth Management first reported a position in SCHB in Q2 2025 and held it in 1 quarter. The position peaked at $5.5K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • IMG Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • IMG Wealth Management sold 231 Schwab US Broad Market ETF shares in Q3 2025, an estimated $5.5K.
  • IMG Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 1 quarter.
  • IMG Wealth Management's Schwab US Broad Market ETF position peaked at $5.5K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on IMG Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.