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
2025 Q3	$479K	Sell
2025 Q2	$445K	Sell
2025 Q1	$439K	Sell
2024 Q4	$470K	Hold
2024 Q3	$459K	Sell
2024 Q2	$435K	Sell
2024 Q1	$457K	Sell
2023 Q4	$424K	Buy