Broadview Financial 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	$387K	Buy	15,411 +43	+0.3%	+$1.13K	0.26%	35
2025 Q4	$403K	Buy	15,368 +48	+0.3%	+$1.25K	0.27%	35
2025 Q3	$394K	Buy	15,320 +44	+0.3%	+$1.09K	0.27%	36
2025 Q2	$364K	Buy	15,276 +45	+0.3%	+$991	0.25%	36
2025 Q1	$328K	Buy	15,231 +47	+0.3%	+$1.07K	0.24%	35
2024 Q4	$345K	Buy	15,184 +52	+0.3%	+$1.19K	0.25%	36
2024 Q3	$336K	Buy	15,132 +96	+0.6%	+$2.05K	0.23%	36
2024 Q2	$315K	Hold	15,036	–	–	0.23%	36
2024 Q1	$306K	Buy	15,036 +45	+0.3%	+$871	0.22%	36
2023 Q4	$278K	Buy	14,991 +63	+0.4%	+$1.09K	0.21%	36
2023 Q3	$248K	Buy	14,928 +57	+0.4%	+$986	0.23%	35
2023 Q2	$256K	Buy	14,871 +54	+0.4%	+$880	0.22%	38
2023 Q1	$236K	Buy	14,817 +57	+0.4%	+$891	0.21%	40
2022 Q4	$220K	Buy	14,760 +66	+0.4%	+$992	0.2%	42
2022 Q3	$206K	Buy	14,694 +63	+0.4%	+$980	0.21%	38
2022 Q2	$215K	Buy	14,631 +57	+0.4%	+$915	0.2%	38
2022 Q1	$259K	Buy	14,574 +42	+0.3%	+$737	0.19%	43
2021 Q4	$274K	Buy	14,532 +54	+0.4%	+$993	0.2%	44
2021 Q3	$251K	Buy	14,478 +42	+0.3%	+$747	0.19%	42
2021 Q2	$251K	Buy	14,436 +48	+0.3%	+$812	0.19%	42
2021 Q1	$232K	Buy	14,388 +42	+0.3%	+$662	0.18%	43
2020 Q4	$218K	Buy	+14,346	New	+$204K	0.17%	45

Other funds holding SCHB