IRON Financial’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	$588K	Sell	23,441 -99	-0.4%	-$2.6K	0.26%	69
2025 Q4	$617K	Buy	23,540 +16	+0.1%	+$417	0.28%	63
2025 Q3	$605K	Buy	23,524 +15	+0.1%	+$371	0.29%	65
2025 Q2	$560K	Buy	23,509 +15	+0.1%	+$330	0.3%	61
2025 Q1	$506K	Buy	23,494 +17	+0.1%	+$387	0.28%	58
2024 Q4	$533K	Sell	23,477 -292	-1%	-$6.67K	0.3%	54
2024 Q3	$527K	Sell	23,769 -216	-0.9%	-$4.61K	0.29%	56
2024 Q2	$503K	Sell	23,985 -888	-4%	-$18K	0.28%	61
2024 Q1	$506K	Buy	24,873 +18	+0.1%	+$348	0.28%	60
2023 Q4	$461K	Sell	24,855 -567	-2%	-$9.79K	0.26%	59
2023 Q3	$422K	Sell	25,422 -57	-0.2%	-$986	0.25%	62
2023 Q2	$439K	Sell	25,479 -1,461	-5%	-$23.8K	0.24%	57
2023 Q1	$430K	Buy	26,940 +1,131	+4%	+$17.7K	0.24%	60
2022 Q4	$385K	Buy	25,809 +246	+1%	+$3.7K	0.22%	64
2022 Q3	$358K	Sell	25,563 -2,634	-9%	-$41K	0.2%	67
2022 Q2	$415K	Sell	28,197 -246	-0.9%	-$3.95K	0.22%	63
2022 Q1	$506K	Sell	28,443 -579	-2%	-$10.2K	0.23%	60
2021 Q4	$547K	Sell	29,022 -168	-0.6%	-$3.09K	0.24%	51
2021 Q3	$505K	Buy	29,190 +1,002	+4%	+$17.8K	0.24%	51
2021 Q2	$490K	Sell	28,188 -900	-3%	-$15.2K	0.23%	56
2021 Q1	$469K	Buy	29,088 +198	+0.7%	+$3.12K	0.25%	42
2020 Q4	$438K	Sell	28,890 -234	-0.8%	-$3.33K	0.22%	46
2020 Q3	$387K	Buy	29,124 +420	+1%	+$5.52K	0.21%	53
2020 Q2	$352K	Buy	28,704 +162	+0.6%	+$1.87K	0.18%	71
2020 Q1	$287K	Sell	28,542 -3,636	-11%	-$44K	0.18%	75
2019 Q4	$412K	Sell	32,178 -204	-0.6%	-$2.5K	0.2%	75
2019 Q3	$383K	Sell	32,382 -34,434	-52%	-$407K	0.29%	68
2019 Q2	$758K	Buy	66,816 +19,542	+41%	+$226K	0.71%	19
2019 Q1	$536K	Buy	+47,274	New	+$516K	0.34%	30

Other funds holding SCHB