Investors Research Corp’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	$116K	Sell	4,018 -675	-14%	-$18.9K	0.02%	312
2026 Q1	$118K	Sell	4,693 -500	-10%	-$13.1K	0.02%	317
2025 Q4	$136K	Buy	5,193 +1,045	+25%	+$27.2K	0.02%	328
2025 Q3	$107K	Sell	4,148 -1,162	-22%	-$28.8K	0.02%	361
2025 Q2	$127K	Hold	5,310	–	–	0.02%	353
2025 Q1	$114K	Sell	5,310 -1,176	-18%	-$26.8K	0.02%	364
2024 Q4	$147K	Hold	6,486	–	–	0.03%	339
2024 Q3	$144K	Buy	6,486 +1,176	+22%	+$25.1K	0.03%	349
2024 Q2	$111K	Hold	5,310	–	–	0.03%	390
2024 Q1	$108K	Hold	5,310	–	–	0.03%	392
2023 Q4	$98.5K	Hold	5,310	–	–	0.02%	421
2023 Q3	$88.2K	Hold	5,310	–	–	0.02%	429
2023 Q2	$91.5K	Sell	5,310 -4,689	-47%	-$76.4K	0.02%	429
2023 Q1	$159K	Hold	9,999	–	–	0.04%	356
2022 Q4	$149K	Hold	9,999	–	–	0.04%	366
2022 Q3	$140K	Hold	9,999	–	–	0.04%	349
2022 Q2	$147K	Hold	9,999	–	–	0.04%	348
2022 Q1	$178K	Sell	9,999 -3	-0%	-$53	0.05%	334
2021 Q4	$188K	Hold	10,002	–	–	0.06%	320
2021 Q3	$173K	Sell	10,002 -18	-0.2%	-$320	0.06%	309
2021 Q2	$174K	Sell	10,020 -162	-2%	-$2.74K	0.06%	311
2021 Q1	$164K	Hold	10,182	–	–	0.06%	320
2020 Q4	$154K	Buy	10,182 +18	+0.2%	+$256	0.06%	339
2020 Q3	$135K	Sell	10,164 -2,622	-21%	-$34.5K	0.07%	334
2020 Q2	$157K	Buy	12,786 +18	+0.1%	+$208	0.08%	292
2020 Q1	$129K	Buy	12,768 +24	+0.2%	+$290	0.08%	289
2019 Q4	$163K	Buy	12,744 +54	+0.4%	+$663	0.08%	317
2019 Q3	$150K	Buy	12,690 +18	+0.1%	+$213	0.08%	306
2019 Q2	$149K	Buy	12,672 +12	+0.1%	+$139	0.08%	304
2019 Q1	$144K	Buy	+12,660	New	+$138K	0.08%	316