Market Street Wealth Management Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Market Street Wealth Management Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$295K	Hold
2025 Q2	$273K	Hold
2025 Q1	$247K	Hold
2024 Q4	$260K	Sell
2024 Q3	$254K	Sell
2024 Q2	$246K	Hold
2024 Q1	$239K	Sell
2023 Q4	$261K	Buy