Good Life Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Good Life Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$408K	Buy	17,110 +50	+0.3%	+$1.19K	0.03%	339
2025 Q1	$367K	Buy	17,060 +52	+0.3%	+$1.12K	0.03%	352
2024 Q4	$386K	Buy	17,008 +13	+0.1%	+$295	0.03%	342
2024 Q3	$377K	Buy	16,995 +153	+0.9%	+$3.39K	0.02%	411
2024 Q2	$353K	Hold	16,842	–	–	0.03%	330
2024 Q1	$343K	Buy	16,842 +54	+0.3%	+$1.1K	0.03%	319
2023 Q4	$312K	Buy	16,788 +69	+0.4%	+$1.28K	0.03%	321
2023 Q3	$278K	Buy	16,719 +60	+0.4%	+$997	0.03%	330
2023 Q2	$287K	Buy	16,659 +63	+0.4%	+$1.09K	0.03%	317
2023 Q1	$265K	Buy	16,596 +63	+0.4%	+$1.01K	0.03%	316
2022 Q4	$247K	Buy	16,533 +75	+0.5%	+$1.12K	0.03%	300
2022 Q3	$230K	Buy	16,458 +69	+0.4%	+$964	0.03%	292
2022 Q2	$241K	Buy	16,389 +66	+0.4%	+$971	0.03%	296
2022 Q1	$291K	Buy	16,323 +45	+0.3%	+$802	0.04%	291
2021 Q4	$307K	Buy	16,278 +60	+0.4%	+$1.13K	0.04%	288
2021 Q3	$281K	Buy	16,218 +2,088	+15%	+$36.2K	0.04%	281
2021 Q2	$246K	Buy	14,130 +42	+0.3%	+$731	0.05%	260
2021 Q1	$226K	Buy	+14,088	New	+$226K	0.05%	273
2020 Q2	–	Sell	-37,074	Closed	-$373K	–	262
2020 Q1	$373K	Sell	37,074 -38,256	-51%	-$385K	0.14%	129
2019 Q4	$963K	Buy	75,330 +1,644	+2%	+$21K	0.27%	72
2019 Q3	$871K	Sell	73,686 -26,592	-27%	-$314K	0.27%	69
2019 Q2	$1.18M	Hold	100,278	–	–	0.34%	54
2019 Q1	$1.14M	Buy	100,278 +38,256	+62%	+$434K	0.34%	52
2018 Q4	$619K	Sell	62,022 -1,200	-2%	-$12K	0.2%	93
2018 Q3	$742K	Buy	63,222 +31,734	+101%	+$372K	0.21%	83
2018 Q2	$345K	Buy	31,488 +5,598	+22%	+$61.3K	0.11%	145
2018 Q1	$269K	Buy	25,890 +504	+2%	+$5.24K	0.09%	165
2017 Q4	$279K	Sell	25,386 -4,320	-15%	-$47.5K	0.09%	171
2017 Q3	$305K	Buy	29,706 +4,224	+17%	+$43.4K	0.12%	149
2017 Q2	$249K	Sell	25,482 -378	-1%	-$3.69K	0.11%	162
2017 Q1	$245K	Buy	25,860 +90	+0.3%	+$853	0.12%	159
2016 Q4	$236K	Buy	+25,770	New	+$236K	0.14%	125