Sterling Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Sterling Financial Planning’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	$249K	Buy
2025 Q2	$230K	Buy
2025 Q1	$207K	Buy
2024 Q4	$218K	Buy
2024 Q3	$212K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy
2021 Q3	$185K	Buy
2021 Q2	$185K	Buy
2021 Q1	$171K	Buy
2020 Q4	$161K	Buy