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Wernau Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Wernau Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$672K Hold
28,194
– – 0.47% 24
2025
Q1 		$607K Hold
28,194
– – 0.47% 27
2024
Q4 		$640K Buy
+28,194
New +$640K 0.48% 27