Crewe 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	$729K	Sell	29,033 -934	-3%	-$24.5K	0.06%	98
2025 Q4	$786K	Sell	29,967 -4,776	-14%	-$124K	0.07%	94
2025 Q3	$893K	Buy	34,743 +144	+0.4%	+$3.56K	0.09%	85
2025 Q2	$825K	Buy	34,599 +8,721	+34%	+$192K	0.12%	67
2025 Q1	$557K	Buy	25,878 +725	+3%	+$16.5K	0.08%	73
2024 Q4	$571K	Buy	25,153 +67	+0.3%	+$1.53K	0.08%	72
2024 Q3	$556K	Buy	25,086 +819	+3%	+$17.5K	0.06%	77
2024 Q2	$509K	Hold	24,267	–	–	0.06%	107
2024 Q1	$494K	Buy	24,267 +1,299	+6%	+$25.1K	0.06%	100
2023 Q4	$426K	Buy	22,968 +84	+0.4%	+$1.45K	0.07%	54
2023 Q3	$380K	Buy	22,884 +66	+0.3%	+$1.14K	0.07%	52
2023 Q2	$393K	Buy	22,818 +1,143	+5%	+$18.6K	0.06%	91
2023 Q1	$346K	Buy	21,675 +63	+0.3%	+$985	0.05%	110
2022 Q4	$323K	Sell	21,612 -2,790	-11%	-$41.9K	0.05%	109
2022 Q3	$342K	Buy	24,402 +69	+0.3%	+$1.07K	0.06%	93
2022 Q2	$358K	Buy	24,333 +63	+0.3%	+$1.01K	0.08%	78
2022 Q1	$432K	Buy	24,270 +36	+0.1%	+$632	0.08%	60
2021 Q4	$456K	Buy	24,234 +2,274	+10%	+$41.8K	0.09%	51
2021 Q3	$380K	Buy	21,960 +42	+0.2%	+$747	0.09%	42
2021 Q2	$381K	Buy	+21,918	New	+$371K	0.09%	40

Other funds holding SCHB