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

OneAscent Wealth Management’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 Q2	$812K	Buy
2025 Q1	$338K	Sell
2024 Q4	$395K	Sell
2024 Q3	$501K	Buy
2024 Q2	–	Sell
2024 Q1	$407K	Buy
2023 Q4	$333K	Buy