IHT Wealth Management’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	$1.97M	Buy	78,389 +3,113	+4%	+$81.7K	0.05%	379
2025 Q4	$1.97M	Buy	75,276 +4,202	+6%	+$109K	0.05%	344
2025 Q3	$1.83M	Sell	71,074 -27,894	-28%	-$690K	0.05%	355
2025 Q2	$2.36M	Sell	98,968 -25,544	-21%	-$563K	0.06%	285
2025 Q1	$2.68M	Sell	124,512 -521	-0.4%	-$11.9K	0.08%	230
2024 Q4	$2.84M	Sell	125,033 -83,770	-40%	-$1.91M	0.09%	209
2024 Q3	$4.6M	Buy	208,803 +80,805	+63%	+$1.73M	0.13%	159
2024 Q2	$2.68M	Sell	127,998 -15,327	-11%	-$311K	0.1%	202
2024 Q1	$2.92M	Sell	143,325 -14,580	-9%	-$282K	0.12%	178
2023 Q4	$2.93M	Buy	157,905 +2,853	+2%	+$49.3K	0.13%	159
2023 Q3	$2.58M	Sell	155,052 -3	-0%	-$52	0.13%	159
2023 Q2	$2.67M	Sell	155,055 -25,785	-14%	-$420K	0.14%	140
2023 Q1	$2.88M	Buy	180,840 +9,408	+5%	+$147K	0.16%	125
2022 Q4	$2.56M	Sell	171,432 -9,825	-5%	-$148K	0.16%	142
2022 Q3	$2.54M	Buy	181,257 +159,981	+752%	+$2.49M	0.19%	112
2022 Q2	$313K	Sell	21,276 -3,219	-13%	-$51.7K	0.03%	520
2022 Q1	$436K	Sell	24,495 -2,367	-9%	-$41.5K	0.03%	447
2021 Q4	$506K	Hold	26,862	–	–	0.04%	435
2021 Q3	$465K	Sell	26,862 -7,098	-21%	-$126K	0.04%	443
2021 Q2	$590K	Sell	33,960 -654	-2%	-$11.1K	0.04%	482
2021 Q1	$558K	Sell	34,614 -1,572	-4%	-$24.8K	0.04%	420
2020 Q4	$549K	Buy	36,186 +1,812	+5%	+$25.8K	0.05%	377
2020 Q3	$456K	Buy	34,374 +3,672	+12%	+$48.3K	0.05%	369
2020 Q2	$376K	Sell	30,702 -11,880	-28%	-$137K	0.05%	354
2020 Q1	$429K	Sell	42,582 -20,100	-32%	-$243K	0.06%	314
2019 Q4	$803K	Buy	+62,682	New	+$769K	0.1%	247

Other funds holding SCHB