Simplicity Wealth’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	-11,801	Closed	-$268K	–	599
2024 Q4	$268K	Sell	11,801 -2,086	-15%	-$47.4K	0.06%	256
2024 Q3	$308K	Sell	13,887 -2,577	-16%	-$57.1K	0.03%	384
2024 Q2	$345K	Sell	16,464 -7,044	-30%	-$148K	0.01%	904
2024 Q1	$478K	Buy	+23,508	New	+$478K	0.01%	757