Golden State 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
2025 Q2	$54.6K	Buy	2,289 +2,235	+4,139%	+$53.3K	0.01%	622
2025 Q1	$1.16K	Hold	54	–	–	﹤0.01%	1405
2024 Q4	$1.23K	Buy	+54	New	+$1.23K	﹤0.01%	1327
2020 Q1	–	Sell	-4,608,684	Closed	-$59.1M	–	1004
2019 Q4	$59.1M	Buy	+4,608,684	New	+$59.1M	11.28%	2