Hoertkorn Richard Charles’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	$62.2K	Hold	2,480	–	–	0.05%	47
2025 Q4	$65K	Hold	2,480	–	–	0.03%	51
2025 Q3	$63.8K	Hold	2,480	–	–	0.02%	52
2025 Q2	$59.1K	Sell	2,480 -220	-8%	-$4.85K	0.03%	53
2025 Q1	$58.1K	Hold	2,700	–	–	0.03%	55
2024 Q4	$61.3K	Hold	2,700	–	–	0.03%	57
2024 Q3	$59.9K	Hold	2,700	–	–	0.03%	58
2024 Q2	$56.6K	Hold	2,700	–	–	0.02%	59
2024 Q1	$54.9K	Hold	2,700	–	–	0.02%	57
2023 Q4	$50.1K	Hold	2,700	–	–	0.02%	57
2023 Q3	$44.9K	Hold	2,700	–	–	0.02%	58
2023 Q2	$46.5K	Hold	2,700	–	–	0.02%	58
2023 Q1	$43.1K	Hold	2,700	–	–	0.02%	59
2022 Q4	$40.3K	Hold	2,700	–	–	0.02%	59
2022 Q3	$38K	Hold	2,700	–	–	0.02%	57
2022 Q2	$40K	Hold	2,700	–	–	0.02%	58
2022 Q1	$48K	Hold	2,700	–	–	0.02%	57
2021 Q4	$51K	Hold	2,700	–	–	0.02%	60
2021 Q3	$47K	Hold	2,700	–	–	0.02%	59
2021 Q2	$47K	Hold	2,700	–	–	0.02%	59
2021 Q1	$44K	Sell	2,700 -90	-3%	-$1.42K	0.02%	60
2020 Q4	$42K	Hold	2,790	–	–	0.02%	62
2020 Q3	$37K	Hold	2,790	–	–	0.02%	64
2020 Q2	$34K	Hold	2,790	–	–	0.02%	64
2020 Q1	$28K	Sell	2,790 -210	-7%	-$2.54K	0.02%	62
2019 Q4	$38K	Hold	3,000	–	–	0.02%	62
2019 Q3	$36K	Buy	+3,000	New	+$35.4K	0.02%	63

Other funds holding SCHB