Gryphon Financial Partners’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 Q4	–	Sell	-12,906	Closed	-$286K	–	278
2024 Q3	$286K	Sell	12,906 -1,053	-8%	-$23.3K	0.04%	237
2024 Q2	$293K	Buy	+13,959	New	+$293K	0.04%	224