Smallwood Wealth Investment 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
2023 Q1	–	Sell	-14,958	Closed	-$223K	–	70
2022 Q4	$223K	Hold	14,958	–	–	0.19%	65
2022 Q3	$209K	Hold	14,958	–	–	0.19%	70
2022 Q2	$220K	Buy	+14,958	New	+$220K	0.22%	56