Wealthquest’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	$252K	Buy	10,577 +13	+0.1%	+$310	0.02%	117
2025 Q1	$227K	Buy	+10,564	New	+$227K	0.02%	121