Aviance Capital 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	$416K	Sell	16,563 -2,400	-13%	-$63K	0.05%	265
2025 Q4	$497K	Hold	18,963	–	–	0.06%	236
2025 Q3	$488K	Hold	18,963	–	–	0.06%	229
2025 Q2	$452K	Hold	18,963	–	–	0.06%	236
2025 Q1	$408K	Sell	18,963 -125	-0.7%	-$2.84K	0.06%	236
2024 Q4	$433K	Sell	19,088 -661	-3%	-$15.1K	0.06%	220
2024 Q3	$438K	Sell	19,749 -6,336	-24%	-$135K	0.06%	233
2024 Q2	$547K	Hold	26,085	–	–	0.08%	200
2024 Q1	$531K	Hold	26,085	–	–	0.08%	206
2023 Q4	$484K	Hold	26,085	–	–	0.1%	173
2023 Q3	$433K	Hold	26,085	–	–	0.1%	174
2023 Q2	$450K	Hold	26,085	–	–	0.1%	183
2023 Q1	$416K	Sell	26,085 -1,329	-5%	-$20.8K	0.09%	183
2022 Q4	$409K	Sell	27,414 -2,628	-9%	-$39.5K	0.1%	192
2022 Q3	$420K	Hold	30,042	–	–	0.1%	177
2022 Q2	$443K	Sell	30,042 -1,413	-4%	-$22.7K	0.1%	188
2022 Q1	$560K	Buy	31,455 +3,525	+13%	+$61.9K	0.1%	179
2021 Q4	$526K	Hold	27,930	–	–	0.09%	185
2021 Q3	$483K	Hold	27,930	–	–	0.09%	191
2021 Q2	$485K	Hold	27,930	–	–	0.08%	189
2021 Q1	$450K	Hold	27,930	–	–	0.09%	203
2020 Q4	$424K	Hold	27,930	–	–	0.09%	194
2020 Q3	$371K	Hold	27,930	–	–	0.08%	185
2020 Q2	$342K	Hold	27,930	–	–	0.08%	190
2020 Q1	$281K	Hold	27,930	–	–	0.09%	180
2019 Q4	$358K	Hold	27,930	–	–	0.09%	183
2019 Q3	$331K	Hold	27,930	–	–	0.1%	183
2019 Q2	$328K	Hold	27,930	–	–	0.09%	185
2019 Q1	$317K	Sell	27,930 -2,016	-7%	-$22K	0.09%	181
2018 Q4	$299K	Sell	29,946 -6	-0%	-$65	0.11%	182
2018 Q3	$351K	Buy	29,952 +6	+0%	+$69	0.08%	187
2018 Q2	$329K	Hold	29,946	–	–	0.1%	194
2018 Q1	$318K	Sell	29,946 -6	-0%	-$66	0.1%	191
2017 Q4	$322K	Buy	+29,952	New	+$314K	0.11%	190

Other funds holding SCHB