Lyell Wealth Management’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
2024 Q4	–	Sell	-10,377	Closed	-$230K	–	206
2024 Q3	$230K	Hold	10,377	–	–	0.02%	196
2024 Q2	$217K	Hold	10,377	–	–	0.02%	192
2024 Q1	$211K	Buy	+10,377	New	+$211K	0.02%	192