Heartwood Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Heartwood Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$334K	Hold
2025 Q2	$310K	Sell
2025 Q1	$287K	Hold
2024 Q4	$303K	Hold
2024 Q3	$296K	Sell
2024 Q2	$322K	Buy