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

SteelPeak Wealth’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	$669K	Buy
2025 Q2	$521K	Buy
2025 Q1	$461K	Buy
2021 Q2	–	Sell
2021 Q1	$557K	Buy