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

Prestige Wealth Management Group’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	$2.45M	Sell
2025 Q2	$2.27M	Sell
2025 Q1	$2.27M	Sell
2024 Q4	$2.87M	Buy
2024 Q3	$2.8M	Sell
2024 Q2	$2.88M	Hold
2024 Q1	$2.79M	Sell
2023 Q4	$2.58M	Sell
2023 Q3	$2.32M	Sell
2023 Q2	$2.55M	Sell
2023 Q1	$2.41M	Sell
2022 Q4	$2.27M	Sell
2022 Q3	$2.23M	Buy
2022 Q2	$2.29M	Sell
2022 Q1	$2.87M	Sell
2021 Q4	$3.13M	Sell
2021 Q3	$2.96M	Buy
2021 Q2	$2.94M	Sell
2021 Q1	$2.76M	Sell
2020 Q4	$2.99M	Sell
2020 Q3	$2.68M	Sell
2020 Q2	$2.88M	Sell
2020 Q1	$2.56M	Sell
2019 Q4	$4.07M	Sell
2019 Q3	$3.79M	Sell
2019 Q2	$3.85M	Sell
2019 Q1	$4.12M	Sell
2018 Q4	$4.03M	Buy