Sterling 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	$547K	Buy	+22,939	New	+$547K	0.19%	53
2024 Q4	$521K	Sell	22,939 -2	-0%	-$45	0.19%	58
2024 Q3	$509K	Buy	22,941 +135	+0.6%	+$2.99K	0.19%	60
2024 Q2	$478K	Hold	22,806	–	–	0.23%	57
2024 Q1	$464K	Buy	+22,806	New	+$464K	0.23%	54