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

Shakespeare 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 Q3	$645K	Hold
2025 Q2	$598K	Hold
2025 Q1	$540K	Sell
2024 Q4	$576K	Sell
2024 Q3	$563K	Sell
2024 Q2	$539K	Buy