Barnes Wealth Management Group’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	$413K	Buy	17,338 +45	+0.3%	+$1.07K	0.24%	92
2025 Q1	$372K	Buy	17,293 +4,000	+30%	+$86.1K	0.24%	95
2024 Q4	$302K	Buy	+13,293	New	+$302K	0.2%	106