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

Modern Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.65M Buy
279,101
+26,056
+10% +$621K 0.17% 131
2025
Q1 		$5.45M Buy
+253,045
New +$5.45M 0.17% 116