BlueStem Wealth 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
2025 Q2	$972K	Sell	40,782 -3,466	-8%	-$82.6K	0.12%	51
2025 Q1	$953K	Sell	44,248 -1,896	-4%	-$40.8K	0.13%	45
2024 Q4	$1.05M	Buy	+46,144	New	+$1.05M	0.14%	45