Financial Perspectives’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	$18.2K	Buy	725 +2	+0.3%	+$52	0.01%	450
2025 Q4	$19K	Buy	723 +3	+0.4%	+$78	0.01%	443
2025 Q3	$18.5K	Buy	720 +2	+0.3%	+$50	0.01%	441
2025 Q2	$17.1K	Buy	718 +2	+0.3%	+$44	0.01%	447
2025 Q1	$15.4K	Buy	716 +2	+0.3%	+$45	0.01%	443
2024 Q4	$16.2K	Buy	714 +3	+0.4%	+$69	0.01%	443
2024 Q3	$15.8K	Buy	711 +3	+0.4%	+$64	0.01%	419
2024 Q2	$14.8K	Hold	708	–	–	0.01%	417
2024 Q1	$14.4K	Buy	708 +3	+0.4%	+$58	0.01%	423
2023 Q4	$13.1K	Buy	705 +3	+0.4%	+$52	0.01%	436
2023 Q3	$11.7K	Hold	702	–	–	0.01%	429
2023 Q2	$12.1K	Hold	702	–	–	0.01%	431
2023 Q1	$11.2K	Hold	702	–	–	0.01%	434
2022 Q4	$10.5K	Hold	702	–	–	0.01%	438
2022 Q3	$9.83K	Hold	702	–	–	0.01%	440
2022 Q2	$10.3K	Buy	702 +204	+41%	+$3.27K	0.01%	438
2022 Q1	$8.86K	Hold	498	–	–	﹤0.01%	476
2021 Q4	$9.38K	Hold	498	–	–	﹤0.01%	447
2021 Q3	$8.62K	Hold	498	–	–	﹤0.01%	459
2021 Q2	$8.65K	Sell	498 -47,664	-99%	-$807K	﹤0.01%	478
2021 Q1	$83K	Buy	48,162 +47,664	+9,571%	+$751K	﹤0.01%	528
2020 Q4	$7.55K	Hold	498	–	–	﹤0.01%	431
2020 Q3	$6.61K	Hold	498	–	–	﹤0.01%	397
2020 Q2	$6.1K	Hold	498	–	–	﹤0.01%	395
2020 Q1	$5.02K	Buy	498 +216	+77%	+$2.61K	﹤0.01%	381
2019 Q4	$3.61K	Buy	+282	New	+$3.46K	﹤0.01%	417

Other funds holding SCHB