Integrated Advisors Network’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	$1.21M	Sell	48,096 -7,512	-14%	-$197K	0.06%	281
2025 Q4	$1.46M	Sell	55,608 -1,852	-3%	-$48.2K	0.06%	280
2025 Q3	$1.48M	Sell	57,460 -6,557	-10%	-$162K	0.06%	291
2025 Q2	$1.53M	Sell	64,017 -967	-1%	-$21.3K	0.07%	284
2025 Q1	$1.4M	Sell	64,984 -515	-0.8%	-$11.7K	0.07%	268
2024 Q4	$1.49M	Buy	65,499 +384	+0.6%	+$8.77K	0.07%	246
2024 Q3	$1.44M	Buy	65,115 +390	+0.6%	+$8.33K	0.07%	256
2024 Q2	$1.36M	Buy	64,725 +354	+0.5%	+$7.17K	0.07%	253
2024 Q1	$1.31M	Buy	64,371 +366	+0.6%	+$7.08K	0.07%	263
2023 Q4	$1.19M	Sell	64,005 -3,078	-5%	-$53.2K	0.07%	266
2023 Q3	$1.11M	Buy	67,083 +147	+0.2%	+$2.54K	0.07%	256
2023 Q2	$1.15M	Buy	66,936 +36	+0.1%	+$587	0.07%	259
2023 Q1	$1.07M	Sell	66,900 -51	-0.1%	-$797	0.06%	279
2022 Q4	$1M	Buy	66,951 +1,401	+2%	+$21.1K	0.06%	291
2022 Q3	$918K	Buy	65,550 +30	+0%	+$467	0.06%	282
2022 Q2	$965K	Sell	65,520 -2,847	-4%	-$45.7K	0.06%	287
2022 Q1	$1.22M	Buy	68,367 +27	+0%	+$474	0.07%	271
2021 Q4	$1.29M	Buy	68,340 +6,486	+10%	+$119K	0.08%	233
2021 Q3	$1.07M	Buy	61,854 +47,526	+332%	+$845K	0.07%	241
2021 Q2	$249K	Buy	14,328 +48	+0.3%	+$812	0.02%	520
2021 Q1	$230K	Buy	14,280 +1,032	+8%	+$16.3K	0.02%	491
2020 Q4	$201K	Buy	+13,248	New	+$189K	0.02%	475

Other funds holding SCHB