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Wingate Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wingate Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,236
Closed -$96.2K – 359
2024
Q4 		$96.2K Buy
+4,236
New +$96.2K 0.09% 144