Soltis Investment Advisors’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	$994K	Buy	41,727 +5,461	+15%	+$130K	0.08%	173
2025 Q1	$781K	Buy	+36,266	New	+$781K	0.07%	189