Marshall & Sterling Wealth 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	$77.6K	Buy	3,258 +3	+0.1%	+$71	0.05%	121
2025 Q1	$70.1K	Buy	3,255 +2	+0.1%	+$43	0.05%	124
2024 Q4	$73.8K	Buy	+3,253	New	+$73.8K	0.05%	109