Baltimore-Washington Financial Advisors’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	$392K	Buy	16,461 +454	+3%	+$10.8K	0.02%	124
2025 Q1	$345K	Sell	16,007 -2,062	-11%	-$44.4K	0.02%	115
2024 Q4	$410K	Buy	+18,069	New	+$410K	0.02%	112
2022 Q4	–	Sell	-4,518	Closed	-$632K	–	143
2022 Q3	$632K	Buy	+4,518	New	+$632K	0.05%	104