Elser Financial Planning’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	$2.58M	Buy	108,325 +3,698	+4%	+$88.1K	3.22%	10
2025 Q1	$2.25M	Sell	104,627 -270	-0.3%	-$5.81K	3.12%	8
2024 Q4	$2.38M	Sell	104,897 -7,114	-6%	-$161K	0.14%	27
2024 Q3	$2.48M	Sell	112,011 -5,670	-5%	-$126K	3.6%	7
2024 Q2	$2.47M	Buy	+117,681	New	+$2.47M	0.41%	24