Choate Investment Advisors’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	$317K	Hold	12,630	–	–	0.01%	372
2025 Q4	$331K	Hold	12,630	–	–	0.01%	363
2025 Q3	$325K	Hold	12,630	–	–	0.01%	348
2025 Q2	$301K	Hold	12,630	–	–	0.01%	342
2025 Q1	$272K	Hold	12,630	–	–	0.01%	339
2024 Q4	$287K	Hold	12,630	–	–	0.01%	338
2024 Q3	$280K	Hold	12,630	–	–	0.01%	327
2024 Q2	$265K	Hold	12,630	–	–	0.01%	324
2024 Q1	$257K	Hold	12,630	–	–	0.01%	354
2023 Q4	$234K	Sell	12,630 -15,408	-55%	-$266K	0.01%	341
2023 Q3	$466K	Buy	28,038 +15,408	+122%	+$267K	0.02%	248
2023 Q2	$218K	Hold	12,630	–	–	0.01%	275
2023 Q1	$201K	Hold	12,630	–	–	0.01%	260
2022 Q4	$189K	Hold	12,630	–	–	0.01%	267
2022 Q3	$177K	Hold	12,630	–	–	0.01%	241
2022 Q2	$186K	Buy	12,630 +2,952	+31%	+$47.4K	0.01%	256
2022 Q1	$172K	Hold	9,678	–	–	0.01%	295
2021 Q4	$182K	Hold	9,678	–	–	0.01%	283
2021 Q3	$168K	Hold	9,678	–	–	0.01%	256
2021 Q2	$168K	Buy	+9,678	New	+$164K	0.01%	268

Other funds holding SCHB