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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
2025
Q1
$223K Sell
2024
Q4
$878K Sell
2024
Q3
$862K Sell
2024
Q2
$833K Buy