Blume Capital 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	$28K	Buy	1,115 +1	+0.1%	+$26	﹤0.01%	225
2025 Q4	$29.2K	Buy	1,114 +1	+0.1%	+$26	0.01%	211
2025 Q3	$28.6K	Hold	1,113	–	–	0.01%	225
2025 Q2	$26.5K	Buy	1,113 +1	+0.1%	+$22	0.01%	226
2025 Q1	$23.9K	Buy	1,112 +1	+0.1%	+$23	0.01%	223
2024 Q4	$25.2K	Buy	1,111 +1	+0.1%	+$23	0.01%	216
2024 Q3	$24.6K	Hold	1,110	–	–	0.01%	225
2024 Q2	$23.2K	Hold	1,110	–	–	0.01%	216
2024 Q1	$22.6K	Hold	1,110	–	–	0.01%	218
2023 Q4	$20.6K	Buy	1,110 +3	+0.3%	+$52	0.01%	217
2023 Q3	$18.4K	Hold	1,107	–	–	0.01%	217
2023 Q2	$19.1K	Hold	1,107	–	–	0.01%	218
2023 Q1	$17.6K	Buy	1,107 +3	+0.3%	+$47	0.01%	216
2022 Q4	$16.5K	Hold	1,104	–	–	0.01%	222
2022 Q3	$15K	Hold	1,104	–	–	0.01%	221
2022 Q2	$16K	Buy	1,104 +3	+0.3%	+$48	0.01%	230
2022 Q1	$20K	Buy	1,101 +267	+32%	+$4.69K	0.01%	222
2021 Q4	$16K	Sell	834 -708	-46%	-$13K	0.01%	230
2021 Q3	$27K	Sell	1,542 -942	-38%	-$16.8K	0.01%	210
2021 Q2	$43K	Buy	2,484 +1,650	+198%	+$27.9K	0.02%	178
2021 Q1	$13K	Sell	834 -738	-47%	-$11.6K	0.01%	211
2020 Q4	$24K	Buy	1,572 +6	+0.4%	+$85	0.01%	153
2020 Q3	$21K	Buy	+1,566	New	+$20.6K	0.01%	152
2017 Q2	–	Sell	-342	Closed	-$3K	–	210
2017 Q1	$3K	Buy	+342	New	+$3.21K	﹤0.01%	193
2016 Q2	–	Sell	-6,000	Closed	-$49K	–	242
2016 Q1	$49K	Hold	6,000	–	–	0.03%	98
2015 Q4	$49K	Sell	6,000 -174	-3%	-$1.44K	0.03%	104
2015 Q3	$48K	Sell	6,174 -5,826	-49%	-$47.9K	0.04%	96
2015 Q2	$100K	Hold	12,000	–	–	0.08%	66
2015 Q1	$101K	Hold	12,000	–	–	0.07%	89
2014 Q4	$100K	Sell	12,000 -3,000	-20%	-$24.3K	0.07%	87
2014 Q3	$119K	Hold	15,000	–	–	0.09%	57
2014 Q2	$119K	Sell	15,000 -3,000	-17%	-$23.1K	0.09%	60
2014 Q1	$137K	Buy	+18,000	New	+$135K	0.11%	60

Other funds holding SCHB