Wilkins Miller Wealth Management’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	$2.95M	Buy	123,814 +7,849	+7%	+$187K	2.01%	15
2025 Q1	$2.5M	Buy	115,965 +2,383	+2%	+$51.3K	1.88%	16
2024 Q4	$2.58M	Buy	+113,582	New	+$2.58M	2.7%	11