Heritage Wealth 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
2025 Q1	$383K	Buy	+17,787	New	+$383K	0.58%	35
2024 Q4	–	Sell	-17,685	Closed	-$392K	–	70
2024 Q3	$392K	Sell	17,685 -42	-0.2%	-$931	0.46%	42
2024 Q2	$371K	Buy	+17,727	New	+$371K	0.54%	39