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

Level 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	$467K	Sell
2025 Q2	$438K	Hold
2025 Q1	$396K	Sell
2024 Q4	$434K	Buy