Legacy Wealth Management (Idaho)’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	$1.03K	Sell	43 -11	-20%	-$262	﹤0.01%	587
2025 Q1	$1.16K	Hold	54	–	–	﹤0.01%	615
2024 Q4	$1.26K	Buy	+54	New	+$1.26K	﹤0.01%	556