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

Sugarloaf Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-783
Closed -$13.5K – 709
2023
Q2 		$13.5K Buy
+783
New +$13.5K ﹤0.01% 440