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Lake Street Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Lake Street Private Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Hold
2025
Q4 		$1.61M Buy