Northwest Financial 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 Q1	–	Sell	-8,860	Closed	-$201K	–	125
2024 Q4	$201K	Sell	8,860 -155	-2%	-$3.52K	0.17%	111
2024 Q3	$200K	Buy	+9,015	New	+$200K	0.16%	101
2024 Q1	–	Sell	-8,943	Closed	-$166K	–	441
2023 Q4	$166K	Buy	+8,943	New	+$166K	0.14%	101