Shakespeare 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 Q2	$598K	Hold	25,089	–	–	0.16%	53
2025 Q1	$540K	Sell	25,089 -307	-1%	-$6.61K	0.14%	58
2024 Q4	$576K	Sell	25,396 -2	-0%	-$45	0.16%	52
2024 Q3	$563K	Sell	25,398 -312	-1%	-$6.92K	0.15%	60
2024 Q2	$539K	Buy	+25,710	New	+$539K	0.16%	53