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IAM Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

IAM Advisory’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39,732
Closed -$690K – 94
2021
Q2 		$690K Buy
+39,732
New +$690K 0.09% 31