Laurel Wealth Advisors (California)’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
2022 Q4	$1.21M	Sell	81,102 -3,465	-4%	-$52.1K	0.12%	182
2022 Q3	$1.18M	Sell	84,567 -78	-0.1%	-$1.21K	0.13%	178
2022 Q2	$1.25M	Buy	84,645 +12	+0%	+$193	0.13%	182
2022 Q1	$1.51M	Buy	84,633 +5,091	+6%	+$89.4K	0.12%	176
2021 Q4	$1.5M	Buy	79,542 +1,926	+2%	+$35.4K	0.12%	178
2021 Q3	$1.34M	Hold	77,616	–	–	0.25%	90
2021 Q2	$1.35M	Buy	77,616 +132	+0.2%	+$2.23K	0.17%	132
2021 Q1	$1.25M	Sell	77,484 -6,018	-7%	-$94.9K	0.19%	127
2020 Q4	$1.27M	Buy	83,502 +234	+0.3%	+$3.33K	0.19%	127
2020 Q3	$1.1M	Sell	83,268 -1,014	-1%	-$13.3K	0.18%	128
2020 Q2	$1.03M	Buy	84,282 +174	+0.2%	+$2.01K	0.19%	125
2020 Q1	$847K	Sell	84,108 -774	-0.9%	-$9.37K	0.19%	129
2019 Q4	$1.09M	Sell	84,882 -20,304	-19%	-$249K	0.18%	146
2019 Q3	$1.25M	Buy	105,186 +21,954	+26%	+$259K	0.21%	128
2019 Q2	$978K	Sell	83,232 -696	-0.8%	-$8.04K	0.21%	123
2019 Q1	$952K	Buy	83,928 +51,702	+160%	+$565K	0.23%	115
2018 Q4	$321K	Buy	32,226 +11,370	+55%	+$123K	0.09%	240
2018 Q3	$244K	Buy	20,856 +84	+0.4%	+$968	0.06%	335
2018 Q2	$228K	Hold	20,772	–	–	0.06%	337
2018 Q1	$220K	Sell	20,772 -21,156	-50%	-$232K	0.07%	310
2017 Q4	$450K	Buy	41,928 +13,986	+50%	+$147K	0.13%	181
2017 Q3	$283K	Sell	27,942 -1,884	-6%	-$18.7K	0.09%	228
2017 Q2	$290K	Hold	29,826	–	–	0.1%	214
2017 Q1	$283K	Buy	29,826 +2,226	+8%	+$20.9K	0.11%	206
2016 Q4	$249K	Buy	+27,600	New	+$243K	0.11%	196

Other funds holding SCHB