Cypress Point Wealth 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	$3.32M	Sell	132,205 -5,367	-4%	-$141K	0.71%	22
2025 Q4	$3.61M	Sell	137,572 -12,952	-9%	-$337K	0.79%	18
2025 Q3	$3.87M	Sell	150,524 -12,628	-8%	-$313K	0.78%	16
2025 Q2	$3.89M	Buy	163,152 +690	+0.4%	+$15.2K	0.95%	15
2025 Q1	$3.5M	Sell	162,462 -9,949	-6%	-$226K	1.11%	15
2024 Q4	$3.91M	Sell	172,411 -25,946	-13%	-$593K	1.22%	14
2024 Q3	$4.4M	Sell	198,357 -3,165	-2%	-$67.6K	1.73%	12
2024 Q2	$4.22M	Sell	201,522 -4,191	-2%	-$84.9K	2%	10
2024 Q1	$4.19M	Buy	205,713 +35,640	+21%	+$690K	2.14%	10
2023 Q4	$3.16M	Buy	170,073 +31,743	+23%	+$548K	2.34%	10
2023 Q3	$2.3M	Buy	138,330 +117,036	+550%	+$2.03M	2.02%	13
2023 Q2	$367K	Buy	21,294 +9	+0%	+$147	0.39%	34
2023 Q1	$340K	Buy	21,285 +1,506	+8%	+$23.5K	0.48%	33
2022 Q4	$295K	Buy	+19,779	New	+$297K	0.46%	32
2022 Q2	–	Sell	-12,258	Closed	-$218K	–	31
2022 Q1	$218K	Sell	12,258 -8,400	-41%	-$147K	0.22%	31
2021 Q4	$389K	Sell	20,658 -2,994	-13%	-$55.1K	0.36%	25
2021 Q3	$409K	Sell	23,652 -111,732	-83%	-$1.99M	0.29%	24
2021 Q2	$2.35M	Sell	135,384 -56,862	-30%	-$962K	1.67%	11
2021 Q1	$3.1M	Sell	192,246 -168	-0.1%	-$2.65K	3.23%	5
2020 Q4	$2.92M	Buy	+192,414	New	+$2.74M	4.44%	3

Other funds holding SCHB