Klingman & Associates’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	$423K	Hold	16,862	–	–	0.02%	212
2025 Q4	$442K	Sell	16,862 -570	-3%	-$14.8K	0.02%	203
2025 Q3	$448K	Buy	17,432 +32	+0.2%	+$792	0.02%	204
2025 Q2	$415K	Hold	17,400	–	–	0.02%	195
2025 Q1	$375K	Hold	17,400	–	–	0.02%	191
2024 Q4	$395K	Buy	17,400 +570	+3%	+$13K	0.02%	178
2024 Q3	$373K	Hold	16,830	–	–	0.02%	190
2024 Q2	$353K	Hold	16,830	–	–	0.02%	175
2024 Q1	$342K	Hold	16,830	–	–	0.02%	182
2023 Q4	$312K	Hold	16,830	–	–	0.02%	180
2023 Q3	$280K	Hold	16,830	–	–	0.02%	182
2023 Q2	$290K	Hold	16,830	–	–	0.02%	173
2023 Q1	$268K	Buy	16,830 +2,838	+20%	+$44.4K	0.02%	164
2022 Q4	$209K	Buy	+13,992	New	+$210K	0.02%	193
2022 Q3	–	Sell	-13,992	Closed	-$206K	–	198
2022 Q2	$206K	Hold	13,992	–	–	0.02%	185
2022 Q1	$249K	Hold	13,992	–	–	0.02%	178
2021 Q4	$264K	Hold	13,992	–	–	0.02%	154
2021 Q3	$242K	Hold	13,992	–	–	0.02%	154
2021 Q2	$243K	Hold	13,992	–	–	0.02%	143
2021 Q1	$226K	Buy	+13,992	New	+$221K	0.02%	152

Other funds holding SCHB