Cary Street Partners Investment 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
2023 Q4	–	Sell	-540	Closed	-$8.97K	–	1600
2023 Q3	$8.97K	Buy	+540	New	+$8.97K	﹤0.01%	1325