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

Naviter Wealth’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 		$517K Hold
21,696
– – 0.06% 190
2025
Q1 		$467K Hold
21,696
– – 0.06% 205
2024
Q4 		$492K Hold
21,696
– – 0.06% 209
2024
Q3 		$481K Hold
21,696
– – 0.07% 189
2024
Q2 		$456K Buy
+21,696
New +$456K 0.07% 188