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

SpringVest Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
47,552
+11,193
+31% +$267K 0.92% 19
2025
Q1 		$783K Hold
36,359
– – 0.65% 25
2024
Q4 		$825K Buy
+36,359
New +$825K 0.71% 23