Optima Capital’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	$2.24M	Buy	93,892 +3,902	+4%	+$93K	1.2%	23
2025 Q1	$1.94M	Sell	89,990 -16,555	-16%	-$356K	1.23%	24
2024 Q4	$2.42M	Buy	+106,545	New	+$2.42M	1.67%	12