Magnolia Capital 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	$390K	Buy	16,381 +1,238	+8%	+$29.5K	0.1%	174
2025 Q1	$326K	Sell	15,143 -163	-1%	-$3.51K	0.09%	186
2024 Q4	$347K	Buy	15,306 +4,662	+44%	+$106K	0.09%	182
2024 Q3	$236K	Sell	10,644 -33	-0.3%	-$732	0.12%	130
2024 Q2	$224K	Buy	+10,677	New	+$224K	0.13%	113