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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$213K	Sell
2025 Q2	$306K	Hold
2025 Q1	$277K	Hold
2024 Q4	$292K	Hold
2024 Q3	$285K	Buy