WealthGarden F.S.’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
$575K Buy
23,576
+3,092
+15% +$75.4K 0.48% 67
2025
Q1
$441K Buy
20,484
+193
+1% +$4.16K 0.42% 78
2024
Q4
$461K Buy
20,291
+9,695
+91% +$220K 0.43% 71
2024
Q3
$235K Buy
+10,596
New +$235K 0.23% 110