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

Wrenne 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	$9.66M	Buy
2025 Q2	$8.68M	Buy
2025 Q1	$5.46M	Buy
2024 Q4	$5.58M	Buy
2024 Q3	$5.06M	Buy
2024 Q2	$4.61M	Sell
2024 Q1	$5.1M	Buy