Curi RMB Capital’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	$1.89M	Buy	75,122 +624	+0.8%	+$16.4K	0.03%	343
2025 Q4	$1.95M	Sell	74,498 -1,351	-2%	-$35.2K	0.03%	342
2025 Q3	$1.95M	Sell	75,849 -7	-0%	-$173	0.04%	332
2025 Q2	$1.81M	Buy	75,856 +17,142	+29%	+$378K	0.03%	341
2025 Q1	$1.26M	Sell	58,714 -610	-1%	-$13.9K	0.03%	311
2024 Q4	$1.35M	Buy	59,324 +5	+0%	+$114	0.03%	307
2024 Q3	$1.32M	Buy	59,319 +477	+0.8%	+$10.2K	0.03%	316
2024 Q2	$1.23M	Hold	58,842	–	–	0.03%	313
2024 Q1	$1.2M	Buy	58,842 +7,401	+14%	+$143K	0.03%	323
2023 Q4	$955K	Buy	51,441 +318	+0.6%	+$5.49K	0.03%	297
2023 Q3	$849K	Sell	51,123 -1,179	-2%	-$20.4K	0.03%	295
2023 Q2	$901K	Sell	52,302 -3,330	-6%	-$54.3K	0.03%	300
2023 Q1	$887K	Sell	55,632 -189	-0.3%	-$2.96K	0.03%	293
2022 Q4	$834K	Sell	55,821 -2,148	-4%	-$32.3K	0.03%	302
2022 Q3	$811K	Sell	57,969 -150	-0.3%	-$2.33K	0.03%	303
2022 Q2	$856K	Sell	58,119 -129	-0.2%	-$2.07K	0.03%	294
2022 Q1	$1.04M	Hold	58,248	–	–	0.03%	248
2021 Q4	$1.1M	Buy	58,248 +1,212	+2%	+$22.3K	0.03%	268
2021 Q3	$987K	Hold	57,036	–	–	0.03%	273
2021 Q2	$991K	Hold	57,036	–	–	0.03%	280
2021 Q1	$919K	Sell	57,036 -120	-0.2%	-$1.89K	0.03%	273
2020 Q4	$867K	Sell	57,156 -336	-0.6%	-$4.79K	0.03%	338
2020 Q3	$763K	Sell	57,492 -11,058	-16%	-$145K	0.03%	348
2020 Q2	$839K	Buy	68,550 +6	+0%	+$69	0.04%	324
2020 Q1	$690K	Buy	+68,544	New	+$829K	0.04%	344
2018 Q4	–	Sell	-22,734	Closed	-$267K	–	977
2018 Q3	$267K	Sell	22,734 -1,902	-8%	-$21.9K	0.01%	757
2018 Q2	$271K	Buy	24,636 +90	+0.4%	+$984	0.01%	752
2018 Q1	$261K	Sell	24,546 -228	-0.9%	-$2.5K	0.01%	766
2017 Q4	$266K	Buy	+24,774	New	+$260K	0.01%	749

Other funds holding SCHB