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

Strategic Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$466K	Sell
2025 Q4	$493K	Sell
2025 Q3	$1.62M	Buy
2025 Q2	$1.14K	Buy
2018 Q3	–	Sell
2018 Q2	$8K	Buy