Graves Light Lenhart Wealth’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 Q2	$402K	Hold	13,864	–	–	0.04%	138
2026 Q1	$348K	Buy	13,864 +1	+0%	+$26	0.04%	136
2025 Q4	$364K	Sell	13,863 -108	-0.8%	-$2.81K	0.04%	131
2025 Q3	$359K	Hold	13,971	–	–	0.04%	133
2025 Q2	$333K	Hold	13,971	–	–	0.04%	137
2025 Q1	$301K	Hold	13,971	–	–	0.04%	142
2024 Q4	$317K	Hold	13,971	–	–	0.04%	140
2024 Q3	$310K	Hold	13,971	–	–	0.04%	145
2024 Q2	$293K	Hold	13,971	–	–	0.03%	148
2024 Q1	$284K	Hold	13,971	–	–	0.03%	154
2023 Q4	$259K	Hold	13,971	–	–	0.03%	156
2023 Q3	$233K	Hold	13,971	–	–	0.03%	157
2023 Q2	$241K	Hold	13,971	–	–	0.03%	160
2023 Q1	$223K	Buy	13,971 +51	+0.4%	+$797	0.03%	151
2022 Q4	$208K	Buy	+13,920	New	+$209K	0.03%	157
2022 Q3	–	Sell	-13,800	Closed	-$203K	–	513
2022 Q2	$203K	Sell	13,800 -3,870	-22%	-$62.1K	0.03%	162
2022 Q1	$314K	Buy	17,670 +36	+0.2%	+$632	0.04%	142
2021 Q4	$332K	Buy	17,634 +54	+0.3%	+$993	0.05%	141
2021 Q3	$304K	Buy	17,580 +42	+0.2%	+$747	0.05%	138
2021 Q2	$305K	Buy	17,538 +42	+0.2%	+$711	0.05%	139
2021 Q1	$282K	Buy	17,496 +36	+0.2%	+$568	0.05%	144
2020 Q4	$265K	Buy	17,460 +54	+0.3%	+$769	0.05%	144
2020 Q3	$231K	Buy	17,406 +84	+0.5%	+$1.1K	0.05%	142
2020 Q2	$212K	Buy	+17,322	New	+$200K	0.05%	143
2020 Q1	–	Sell	-17,202	Closed	-$220K	–	176
2019 Q4	$220K	Buy	17,202 +78	+0.5%	+$957	0.05%	157
2019 Q3	$207K	Buy	+17,124	New	+$202K	0.05%	162