Heartwood Wealth Advisors’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	$310K	Sell	12,993 -348	-3%	-$8.29K	0.03%	147
2025 Q1	$287K	Hold	13,341	–	–	0.03%	142
2024 Q4	$303K	Hold	13,341	–	–	0.03%	133
2024 Q3	$296K	Sell	13,341 -2,043	-13%	-$45.3K	0.03%	135
2024 Q2	$322K	Buy	+15,384	New	+$322K	0.04%	127