Diligent Investors’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	$939K	Buy	37,413 +12	+0%	+$315	0.23%	128
2025 Q4	$981K	Sell	37,401 -520	-1%	-$13.5K	0.24%	118
2025 Q3	$975K	Sell	37,921 -3,996	-10%	-$98.9K	0.25%	115
2025 Q2	$999K	Sell	41,917 -5,488	-12%	-$121K	0.24%	123
2025 Q1	$1.02M	Buy	47,405 +13	+0%	+$296	0.25%	113
2024 Q4	$1.08M	Sell	47,392 -2,036	-4%	-$46.5K	0.25%	117
2024 Q3	$1.1M	Sell	49,428 -123	-0.2%	-$2.63K	0.25%	113
2024 Q2	$1.04M	Sell	49,551 -2,406	-5%	-$48.7K	0.26%	113
2024 Q1	$1.06M	Sell	51,957 -7,770	-13%	-$150K	0.27%	110
2023 Q4	$1.11M	Sell	59,727 -13,554	-18%	-$234K	0.3%	92
2023 Q3	$1.22M	Sell	73,281 -4,719	-6%	-$81.7K	0.37%	71
2023 Q2	$1.34M	Sell	78,000 -2,307	-3%	-$37.6K	0.4%	58
2023 Q1	$1.28M	Sell	80,307 -1,092	-1%	-$17.1K	0.4%	60
2022 Q4	$1.22M	Sell	81,399 -195	-0.2%	-$2.93K	0.4%	60
2022 Q3	$1.14M	Sell	81,594 -237	-0.3%	-$3.69K	0.41%	60
2022 Q2	$1.21M	Sell	81,831 -1,059	-1%	-$17K	0.41%	57
2022 Q1	$1.48M	Buy	82,890 +1,518	+2%	+$26.6K	0.43%	49
2021 Q4	$1.53M	Buy	81,372 +756	+0.9%	+$13.9K	0.43%	47
2021 Q3	$1.4M	Hold	80,616	–	–	0.48%	48
2021 Q2	$1.4M	Buy	80,616 +528	+0.7%	+$8.94K	0.48%	48
2021 Q1	$1.29M	Buy	80,088 +10,092	+14%	+$159K	0.47%	50
2020 Q4	$1.06M	Buy	69,996 +2,172	+3%	+$30.9K	0.43%	58
2020 Q3	$900K	Sell	67,824 -894	-1%	-$11.8K	0.41%	55
2020 Q2	$841K	Sell	68,718 -4,530	-6%	-$52.2K	0.41%	56
2020 Q1	$738K	Buy	73,248 +90	+0.1%	+$1.09K	0.44%	51
2019 Q4	$937K	Sell	73,158 -1,992	-3%	-$24.4K	0.42%	57
2019 Q3	$889K	Sell	75,150 -3,846	-5%	-$45.4K	0.43%	62
2019 Q2	$929K	Buy	78,996 +52,008	+193%	+$601K	0.46%	57
2019 Q1	$306K	Sell	26,988 -44,196	-62%	-$483K	0.17%	142
2018 Q4	$711K	Buy	+71,184	New	+$770K	0.47%	67

Other funds holding SCHB