BlueSky Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,958	Closed	-$213K	–	68
2022 Q1	$213K	Hold	11,958	–	–	0.04%	66
2021 Q4	$225K	Sell	11,958 -3,012	-20%	-$55.4K	0.04%	66
2021 Q3	$259K	Hold	14,970	–	–	0.05%	60
2021 Q2	$264K	Hold	14,970	–	–	0.05%	57
2021 Q1	$250K	Sell	14,970 -1,302	-8%	-$20.5K	0.06%	54
2020 Q4	$247K	Buy	16,272 +1,182	+8%	+$16.8K	0.06%	48
2020 Q3	$211K	Buy	+15,090	New	+$198K	0.06%	48
2020 Q2	–	Sell	-23,844	Closed	-$240K	–	56
2020 Q1	$240K	Sell	23,844 -3,480	-13%	-$42.1K	0.09%	44
2019 Q4	$355K	Sell	27,324 -6,150	-18%	-$75.5K	0.12%	51
2019 Q3	$388K	Buy	33,474 +1,776	+6%	+$21K	0.13%	50
2019 Q2	$373K	Sell	31,698 -4,344	-12%	-$50.2K	0.13%	52
2019 Q1	$415K	Sell	36,042 -1,194	-3%	-$13K	0.15%	47
2018 Q4	$393K	Buy	37,236 +672	+2%	+$7.27K	0.15%	45
2018 Q3	$422K	Sell	36,564 -3,474	-9%	-$40K	0.16%	41
2018 Q2	$440K	Sell	40,038 -9,402	-19%	-$103K	0.17%	43
2018 Q1	$526K	Sell	49,440 -2,070	-4%	-$22.7K	0.2%	38
2017 Q4	$554K	Sell	51,510 -6,822	-12%	-$71.5K	0.23%	37
2017 Q3	$592K	Sell	58,332 -3,840	-6%	-$38.1K	0.26%	36
2017 Q2	$606K	Buy	62,172 +582	+0.9%	+$5.62K	0.28%	35
2017 Q1	$586K	Sell	61,590 -1,302	-2%	-$12.2K	0.28%	36
2016 Q4	$568K	Buy	+62,892	New	+$554K	0.28%	36

Other funds holding SCHB