My Personal CFO LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$775K Buy
2025
Q2
$601K Buy
2025
Q1
$543K Buy
2024
Q4
$572K Buy
2024
Q3
$558K Buy
2024
Q2
$527K Buy
2024
Q1
$390K Hold
2023
Q4
$356K Buy