Capital Analysts LLC’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	$699K	Buy	27,834 +64	+0.2%	+$1.68K	0.02%	392
2025 Q4	$728K	Buy	27,770 +71	+0.3%	+$1.85K	0.02%	363
2025 Q3	$712K	Buy	27,699 +26	+0.1%	+$644	0.02%	367
2025 Q2	$659K	Buy	27,673 +1,647	+6%	+$36.3K	0.02%	345
2025 Q1	$560K	Buy	26,026 +6,876	+36%	+$156K	0.02%	352
2024 Q4	$434K	Sell	19,150 -1,928	-9%	-$44K	0.02%	353
2024 Q3	$467K	Sell	21,078 -3,027	-13%	-$64.6K	0.02%	335
2024 Q2	$505K	Buy	24,105 +1,503	+7%	+$30.5K	0.02%	325
2024 Q1	$460K	Buy	22,602 +4,935	+28%	+$95.5K	0.02%	323
2023 Q4	$328K	Buy	17,667 +5,766	+48%	+$99.6K	0.02%	361
2023 Q3	$198K	Buy	11,901 +39	+0.3%	+$675	0.01%	393
2023 Q2	$204K	Buy	11,862 +42	+0.4%	+$685	0.01%	374
2023 Q1	$189K	Sell	11,820 -105	-0.9%	-$1.64K	0.01%	387
2022 Q4	$178K	Buy	11,925 +48	+0.4%	+$721	0.01%	408
2022 Q3	$166K	Buy	11,877 +48	+0.4%	+$747	0.01%	379
2022 Q2	$174K	Buy	11,829 +42	+0.4%	+$674	0.01%	358
2022 Q1	$210K	Sell	11,787 -1,047	-8%	-$18.4K	0.01%	338
2021 Q4	$242K	Buy	12,834 +42	+0.3%	+$773	0.01%	323
2021 Q3	$221K	Sell	12,792 -684	-5%	-$12.2K	0.01%	330
2021 Q2	$234K	Buy	13,476 +36	+0.3%	+$609	0.02%	321
2021 Q1	$217K	Buy	13,440 +36	+0.3%	+$568	0.02%	327
2020 Q4	$203K	Buy	13,404 +54	+0.4%	+$769	0.02%	243
2020 Q3	$177K	Buy	13,350 +126	+1%	+$1.66K	0.02%	253
2020 Q2	$162K	Buy	13,224 +72	+0.5%	+$830	0.02%	233
2020 Q1	$133K	Sell	13,152 -3,048	-19%	-$36.9K	0.02%	231
2019 Q4	$208K	Buy	16,200 +1,176	+8%	+$14.4K	0.02%	234
2019 Q3	$177K	Buy	15,024 +1,002	+7%	+$11.8K	0.02%	233
2019 Q2	$165K	Buy	14,022 +2,736	+24%	+$31.6K	0.02%	233
2019 Q1	$128K	Buy	+11,286	New	+$123K	0.01%	244
2018 Q2	–	Sell	-168	Closed	-$2K	–	593
2018 Q1	$2K	Buy	+168	New	+$1.85K	﹤0.01%	532

Other funds holding SCHB