Stone Summit 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	$576K	Buy	24,177 +12,223	+102%	+$291K	0.18%	91
2025 Q1	$257K	Sell	11,954 -1,247	-9%	-$26.8K	0.09%	132
2024 Q4	$300K	Buy	13,201 +3,499	+36%	+$79.4K	0.1%	121
2024 Q3	$215K	Hold	9,702	–	–	0.07%	140
2024 Q2	$203K	Buy	+9,702	New	+$203K	0.07%	137