Carson Advisory’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
2024 Q2	–	Sell	-10,344	Closed	-$211K	–	179
2024 Q1	$211K	Sell	10,344 -558	-5%	-$11.4K	0.15%	158
2023 Q4	$202K	Buy	+10,902	New	+$202K	0.16%	149
2022 Q1	–	Sell	-10,800	Closed	-$203K	–	142
2021 Q4	$203K	Buy	+10,800	New	+$203K	0.21%	127