OLIO Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

OLIO 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 Q3	$637K	Sell
2025 Q2	$591K	Sell
2025 Q1	$534K	Sell
2024 Q4	$583K	Sell
2024 Q3	$552K	Buy
2024 Q2	$545K	Sell
2024 Q1	$552K	Hold
2023 Q4	$552K	Hold
2023 Q3	$492K	Buy
2023 Q2	$504K	Buy