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Martin Worley Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Martin Worley Group’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 		$880K Sell
36,912
-3,887
-10% -$92.6K 0.43% 52
2025
Q1 		$878K Sell
40,799
-3,464
-8% -$74.6K 0.5% 45
2024
Q4 		$1M Buy
+44,263
New +$1M 0.63% 42