Mason & Associates (Virginia)’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	$2.46M	Sell	103,162 -1,801	-2%	-$42.9K	0.62%	15
2025 Q1	$2.26M	Sell	104,963 -5,624	-5%	-$121K	0.65%	14
2024 Q4	$2.51M	Sell	110,587 -2,066	-2%	-$46.9K	0.75%	13
2024 Q3	$2.5M	Sell	112,653 -2,022	-2%	-$44.8K	0.76%	13
2024 Q2	$2.4M	Buy	+114,675	New	+$2.4M	0.79%	13