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

North Berkeley 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 		$343K Hold
14,382
– – 0.31% 48
2025
Q1 		$310K Hold
14,382
– – 0.32% 48
2024
Q4 		$326K Buy
+14,382
New +$326K 0.33% 46