Ausdal Financial Partners’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	$2.78M	Buy	110,843 +1,018	+0.9%	+$26.7K	0.12%	176
2025 Q4	$2.88M	Buy	109,825 +1,834	+2%	+$47.7K	0.13%	173
2025 Q3	$2.78M	Sell	107,991 -1,398	-1%	-$34.6K	0.14%	173
2025 Q2	$2.61M	Buy	109,389 +2,352	+2%	+$51.8K	0.17%	133
2025 Q1	$2.3M	Sell	107,037 -90,952	-46%	-$2.07M	0.17%	132
2024 Q4	$4.49M	Buy	197,989 +95,368	+93%	+$2.18M	0.39%	58
2024 Q3	$2.28M	Sell	102,621 -3,624	-3%	-$77.4K	0.24%	98
2024 Q2	$2.23M	Sell	106,245 -795	-0.7%	-$16.1K	0.24%	98
2024 Q1	$2.18M	Buy	107,040 +1,116	+1%	+$21.6K	0.25%	99
2023 Q4	$1.97M	Buy	105,924 +6,876	+7%	+$119K	0.24%	99
2023 Q3	$1.65M	Buy	99,048 +12,870	+15%	+$223K	0.23%	110
2023 Q2	$1.49M	Buy	86,178 +3	+0%	+$49	0.2%	118
2023 Q1	$1.37M	Buy	86,175 +4,374	+5%	+$68.4K	0.19%	130
2022 Q4	$1.22M	Sell	81,801 -4,635	-5%	-$69.7K	0.18%	135
2022 Q3	$1.21M	Sell	86,436 -375	-0.4%	-$5.83K	0.19%	129
2022 Q2	$1.28M	Sell	86,811 -5,739	-6%	-$92.1K	0.19%	141
2022 Q1	$1.65M	Sell	92,550 -1,218	-1%	-$21.4K	0.22%	121
2021 Q4	$1.77M	Buy	93,768 +2,130	+2%	+$39.2K	0.24%	123
2021 Q3	$1.59M	Sell	91,638 -582	-0.6%	-$10.4K	0.24%	121
2021 Q2	$1.6M	Buy	92,220 +12,600	+16%	+$213K	0.24%	119
2021 Q1	$1.28M	Buy	79,620 +7,452	+10%	+$117K	0.22%	137
2020 Q4	$1.09M	Buy	72,168 +8,826	+14%	+$126K	0.21%	135
2020 Q3	$841K	Buy	63,342 +19,116	+43%	+$251K	0.2%	133
2020 Q2	$542K	Buy	44,226 +3,966	+10%	+$45.7K	0.18%	133
2020 Q1	$443K	Buy	40,260 +14,604	+57%	+$177K	0.16%	153
2019 Q4	$333K	Buy	25,656 +1,386	+6%	+$17K	0.1%	231
2019 Q3	$287K	Buy	+24,270	New	+$287K	0.1%	236
2016 Q1	–	Sell	-6,708	Closed	-$55K	–	869
2015 Q4	$55K	Buy	+6,708	New	+$55.3K	0.03%	429

Other funds holding SCHB