Executive Wealth 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
2023 Q4	–	Sell	-15,846	Closed	-$263K	–	222
2023 Q3	$263K	Buy	+15,846	New	+$263K	0.03%	168