Black Diamond Financial’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	$572K	Buy	22,768 +2,720	+14%	+$71.4K	0.06%	101
2025 Q4	$526K	Buy	20,048 +296	+1%	+$7.71K	0.06%	100
2025 Q3	$508K	Buy	19,752 +47	+0.2%	+$1.16K	0.06%	97
2025 Q2	$470K	Buy	19,705 +162	+0.8%	+$3.57K	0.07%	87
2025 Q1	$421K	Buy	19,543 +1,460	+8%	+$33.2K	0.06%	100
2024 Q4	$410K	Buy	18,083 +1,256	+7%	+$28.7K	0.06%	97
2024 Q3	$373K	Sell	16,827 -2,043	-11%	-$43.6K	0.06%	98
2024 Q2	$395K	Buy	18,870 +1,545	+9%	+$31.3K	0.08%	96
2024 Q1	$321K	Hold	17,325	–	–	0.09%	83
2023 Q4	$321K	Buy	17,325 +78	+0.5%	+$1.35K	0.09%	83
2023 Q3	$287K	Buy	17,247 +108	+0.6%	+$1.87K	0.09%	85
2023 Q2	$295K	Buy	17,139 +999	+6%	+$16.3K	0.09%	87
2023 Q1	$257K	Buy	16,140 +138	+0.9%	+$2.16K	0.08%	90
2022 Q4	$239K	Buy	16,002 +42	+0.3%	+$631	0.09%	94
2022 Q3	$223K	Buy	15,960 +228	+1%	+$3.55K	0.09%	97
2022 Q2	$232K	Buy	15,732 +249	+2%	+$4K	0.09%	103
2022 Q1	$276K	Buy	15,483 +597	+4%	+$10.5K	0.09%	97
2021 Q4	$280K	Buy	14,886 +72	+0.5%	+$1.32K	0.09%	78
2021 Q3	$256K	Buy	14,814 +18	+0.1%	+$320	0.12%	66
2021 Q2	$257K	Buy	14,796 +18	+0.1%	+$305	0.1%	73
2021 Q1	$238K	Buy	14,778 +306	+2%	+$4.82K	0.1%	74
2020 Q4	$220K	Buy	+14,472	New	+$206K	0.1%	73

Other funds holding SCHB