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Michael A Dubis Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$315K Hold
14,625
– – 0.31% 35
2024
Q4 		$332K Buy
+14,625
New +$334K 0.32% 35

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