ViaWealth’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 Q2	–	Sell	-16,068	Closed	-$256K	–	156
2023 Q1	$256K	Buy	16,068 +60	+0.4%	+$957	0.2%	132
2022 Q4	$243K	Buy	+16,008	New	+$243K	0.2%	138