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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$742K Sell
2025
Q1
$879K Sell
2024
Q4
$941K Buy
2024
Q3
$915K Buy
2024
Q2
$859K Sell
2024
Q1
$851K Sell
2023
Q4
$811K Buy