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

Lakeridge 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
2026 Q2	$512K	Sell	17,680 -381	-2%	-$10.7K	0.19%	103
2026 Q1	$453K	Sell	18,061 -575	-3%	-$15.1K	0.19%	101
2025 Q4	$489K	Buy	18,636 +15	+0.1%	+$390	0.22%	91
2025 Q3	$479K	Sell	18,621 -51	-0.3%	-$1.26K	0.21%	85
2025 Q2	$445K	Sell	18,672 -1,730	-8%	-$38.1K	0.2%	90
2025 Q1	$439K	Sell	20,402 -289	-1%	-$6.57K	0.22%	91
2024 Q4	$470K	Hold	20,691	–	–	0.24%	81
2024 Q3	$459K	Sell	20,691 -48	-0.2%	-$1.02K	0.25%	79
2024 Q2	$435K	Sell	20,739 -1,701	-8%	-$34.5K	0.26%	76
2024 Q1	$457K	Sell	22,440 -396	-2%	-$7.66K	0.3%	67
2023 Q4	$424K	Buy	+22,836	New	+$394K	0.31%	65

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SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return