Second Half Financial Partners’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
2023 Q3	–	Sell	-333,375	Closed	-$5.75M	–	115
2023 Q2	$5.75M	Buy	+333,375	New	+$5.75M	1.31%	18