Alpha Financial Partners’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
2024 Q4	–	Sell	-13,074	Closed	-$290K	–	140
2024 Q3	$290K	Buy	+13,074	New	+$290K	0.21%	78