49 Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy	10,759 +930	+9%	+$22.2K	0.03%	146
2025 Q1	$212K	Sell	9,829 -1,249	-11%	-$26.9K	0.03%	171
2024 Q4	$251K	Buy	11,078 +665	+6%	+$15.1K	0.04%	140
2024 Q3	$231K	Buy	10,413 +750	+8%	+$16.6K	0.04%	146
2024 Q2	$203K	Buy	+9,663	New	+$203K	0.04%	142