Rockwood Wealth Management’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	-9,392	Closed	-$214K	–	102
2024 Q4	$214K	Buy	+9,392	New	+$214K	0.02%	90
2024 Q2	–	Sell	-24,360	Closed	-$496K	–	92
2024 Q1	$496K	Buy	+24,360	New	+$496K	0.06%	50