Michels Family Financial’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
$277K Buy
11,610
+31
+0.3% +$739 0.24% 108
2025
Q1
$249K Sell
11,579
-72
-0.6% -$1.55K 0.23% 114
2024
Q4
$264K Buy
+11,651
New +$264K 0.24% 110