One Wealth Management Investment & Advisory Services’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	$800K	Buy	33,589 +7,473	+29%	+$178K	1.03%	18
2025 Q1	$562K	Buy	+26,116	New	+$562K	0.93%	21