LWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438K Hold
18,385
– – 0.25% 34
2025
Q1 		$396K Sell
18,385
-726
-4% -$15.6K 0.26% 33
2024
Q4 		$434K Buy
+19,111
New +$434K 0.31% 31