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

Valtinson Bruner Financial Planning’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Hold
12,843
– – 0.1% 107
2025
Q1 		$277K Hold
12,843
– – 0.09% 110
2024
Q4 		$292K Hold
12,843
– – 0.1% 112
2024
Q3 		$285K Buy
+12,843
New +$285K 0.1% 112