BostonPremier Wealth’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
$301K Sell
12,643
-374
-3% -$8.91K 0.17% 45
2025
Q1
$280K Buy
13,017
+39
+0.3% +$840 0.17% 40
2024
Q4
$295K Buy
+12,978
New +$295K 0.18% 37