SteelPeak 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 Q2	$521K	Buy	21,842 +427	+2%	+$10.2K	0.02%	344
2025 Q1	$461K	Buy	+21,415	New	+$461K	0.02%	342
2021 Q2	–	Sell	-34,530	Closed	-$557K	–	433
2021 Q1	$557K	Buy	+34,530	New	+$557K	0.04%	214