Gratus Capital’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	$456K	Sell	21,750 -7,566	-26%	-$159K	0.02%	262
2024 Q1	$597K	Buy	29,316 +84	+0.3%	+$1.71K	0.03%	205
2023 Q4	$542K	Buy	29,232 +114	+0.4%	+$2.12K	0.03%	175
2023 Q3	$484K	Buy	+29,118	New	+$484K	0.03%	168