Aberdeen Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.7K	Buy	1,821 +35	+2%	+$918	0.02%	160
2025 Q4	$46.9K	Buy	1,786 +9	+0.5%	+$234	0.02%	159
2025 Q3	$45.7K	Buy	1,777 +2	+0.1%	+$50	0.03%	149
2025 Q2	$42.3K	Buy	1,775 +2	+0.1%	+$44	0.03%	149
2025 Q1	$38.2K	Buy	1,773 +140	+9%	+$3.19K	0.03%	148
2024 Q4	$37.1K	Buy	1,633 +1	+0.1%	+$23	0.03%	149
2024 Q3	$36.2K	Buy	1,632 +582	+55%	+$12.4K	0.02%	154
2024 Q2	$22K	Hold	1,050	–	–	0.01%	158
2024 Q1	$21.4K	Hold	1,050	–	–	0.01%	163
2023 Q4	$19.5K	Hold	1,050	–	–	0.01%	152
2023 Q3	$17.4K	Hold	1,050	–	–	0.01%	151
2023 Q2	$18.1K	Hold	1,050	–	–	0.01%	150
2023 Q1	$16.7K	Hold	1,050	–	–	0.01%	156
2022 Q4	$15.7K	Hold	1,050	–	–	0.01%	156
2022 Q3	$15K	Hold	1,050	–	–	0.01%	150
2022 Q2	$15K	Hold	1,050	–	–	0.01%	154
2022 Q1	$19K	Hold	1,050	–	–	0.01%	158
2021 Q4	$20K	Buy	+1,050	New	+$19.3K	0.01%	151
2021 Q2	–	Sell	-1,050	Closed	-$17K	–	147
2021 Q1	$17K	Hold	1,050	–	–	0.01%	139
2020 Q4	$16K	Buy	+1,050	New	+$15K	0.01%	145

Other funds holding SCHB