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You are here: Home / 2025 / May / Archives for 16th

Archives for May 16, 2025

Schrodinger Portfolio Review: 16 May 2025

May 16, 2025 By Lowell Herr Leave a Comment

Since the last review Schwab made a number of changes in the Schrodinger.  It is rare for such changes.  I suspect Schwab performed some tax harvesting.  One change was to add a municipal bond ETF, SCMB.  The percentage is so small it will not have much impact on the

Filed Under: Asset Allocation, Passive vs. Active, Portfolio Management, Schrodinger Portfolio

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