Cardinal Point Capital Management’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	$218K	Buy	+217,616	New	+$218K	0.02%	224
2023 Q3	–	Sell	-15,177	Closed	-$262K	–	74
2023 Q2	$262K	Buy	+15,177	New	+$262K	0.08%	56