Whitegate Investment Counselors’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	$2.48M	Sell	104,159 -509	-0.5%	-$12.1K	0.84%	26
2025 Q1	$2.25M	Buy	104,668 +19,307	+23%	+$416K	0.8%	26
2024 Q4	$1.94M	Buy	85,361 +20,027	+31%	+$455K	0.66%	30
2024 Q3	$1.45M	Buy	65,334 +53,850	+469%	+$1.19M	0.38%	33
2024 Q2	$241K	Buy	+11,484	New	+$241K	0.07%	59