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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14K Buy
+48
New +$1.14K ﹤0.01% 1038
2018
Q3
Sell
-738
Closed -$8K 687
2018
Q2
$8K Buy
+738
New +$8K ﹤0.01% 594