Legend Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43K Buy
+60
New +$1.43K ﹤0.01% 159
2025
Q1
Sell
-60
Closed -$1.36K 209
2024
Q4
$1.36K Buy
+60
New +$1.36K ﹤0.01% 212