Accredited 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	$374K	Sell	15,692 -1,044	-6%	-$24.9K	0.3%	48
2025 Q1	$360K	Sell	16,736 -513	-3%	-$11K	0.3%	41
2024 Q4	$392K	Buy	+17,249	New	+$392K	0.34%	47