Heritage Oak 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	$516K	Sell	21,642 -544	-2%	-$13K	0.2%	45
2025 Q1	$478K	Sell	22,186 -534	-2%	-$11.5K	0.21%	46
2024 Q4	$516K	Buy	+22,720	New	+$516K	0.24%	43
2024 Q3	–	Sell	-24,453	Closed	-$512K	–	200
2024 Q2	$512K	Buy	+24,453	New	+$512K	0.26%	54