EPIQ Capital Group’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
2024 Q4	$1.07M	Buy	47,165 +167	+0.4%	+$3.81K	0.28%	34
2024 Q3	$1.04M	Buy	46,998 +297	+0.6%	+$6.34K	0.3%	30
2024 Q2	$982K	Hold	46,701	–	–	0.35%	28
2024 Q1	$950K	Buy	46,701 +132	+0.3%	+$2.55K	0.38%	24
2023 Q4	$864K	Buy	46,569 +195	+0.4%	+$3.37K	0.41%	21
2023 Q3	$771K	Buy	46,374 +177	+0.4%	+$3.06K	0.42%	24
2023 Q2	$796K	Buy	46,197 +177	+0.4%	+$2.88K	0.42%	22
2023 Q1	$734K	Buy	46,020 +177	+0.4%	+$2.77K	0.39%	22
2022 Q4	$685K	Buy	45,843 +210	+0.5%	+$3.16K	0.39%	23
2022 Q3	$639K	Buy	45,633 +198	+0.4%	+$3.08K	0.34%	25
2022 Q2	$669K	Buy	45,435 +177	+0.4%	+$2.84K	0.28%	26
2022 Q1	$805K	Buy	45,258 +132	+0.3%	+$2.32K	0.22%	28
2021 Q4	$850K	Buy	45,126 +168	+0.4%	+$3.09K	0.15%	28
2021 Q3	$778K	Buy	44,958 +138	+0.3%	+$2.45K	0.08%	34
2021 Q2	$779K	Buy	44,820 +138	+0.3%	+$2.34K	0.08%	29
2021 Q1	$720K	Buy	44,682 +132	+0.3%	+$2.08K	0.08%	28
2020 Q4	$676K	Buy	44,550 +180	+0.4%	+$2.56K	0.11%	29
2020 Q3	$589K	Buy	44,370 +276	+0.6%	+$3.63K	0.09%	28
2020 Q2	$540K	Buy	44,094 +180	+0.4%	+$2.08K	0.09%	27
2020 Q1	$442K	Buy	43,914 +246	+0.6%	+$2.98K	0.13%	31
2019 Q4	$559K	Buy	+43,668	New	+$536K	0.14%	32

Other funds holding SCHB