Liberty Wealth Management’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	$250K	Sell	9,967 -6,053	-38%	-$159K	0.03%	228
2025 Q4	$420K	Buy	16,020 +2,290	+17%	+$59.6K	0.05%	148
2025 Q3	$353K	Buy	13,730 +30	+0.2%	+$743	0.05%	164
2025 Q2	$326K	Buy	13,700 +29	+0.2%	+$639	0.05%	164
2025 Q1	$294K	Sell	13,671 -18,493	-57%	-$421K	0.06%	121
2024 Q4	$730K	Buy	32,164 +18,559	+136%	+$424K	0.12%	93
2024 Q3	$302K	Sell	13,605 -193,827	-93%	-$4.14M	0.05%	158
2024 Q2	$348K	Buy	207,432 +191,640	+1,214%	+$3.88M	0.06%	136
2024 Q1	$321K	Buy	15,792 +2,280	+17%	+$44.1K	0.06%	140
2023 Q4	$251K	Sell	13,512 -2,208	-14%	-$38.1K	0.05%	144
2023 Q3	$261K	Buy	15,720 +141	+0.9%	+$2.44K	0.07%	144
2023 Q2	$268K	Sell	15,579 -24,714	-61%	-$403K	0.07%	148
2023 Q1	$630K	Buy	+40,293	New	+$630K	0.13%	99
2022 Q2	–	Sell	-15,843	Closed	-$281K	–	168
2022 Q1	$281K	Buy	+15,843	New	+$278K	0.1%	115
2021 Q4	–	Sell	-15,762	Closed	-$290K	–	123
2021 Q3	$273K	Buy	15,762 +36	+0.2%	+$640	0.1%	127
2021 Q2	$273K	Buy	15,726 +5,034	+47%	+$85.2K	0.11%	106
2021 Q1	$164K	Hold	10,692	–	–	0.08%	130
2020 Q4	$164K	Buy	10,692 +30	+0.3%	+$427	0.08%	129
2020 Q3	$142K	Buy	10,662 +4,998	+88%	+$65.7K	0.08%	124
2020 Q2	$69K	Buy	5,664 +12	+0.2%	+$138	0.05%	188
2020 Q1	$57K	Buy	5,652 +12	+0.2%	+$145	0.05%	203
2019 Q4	$72K	Sell	5,640 -9,390	-62%	-$115K	0.06%	199
2019 Q3	$178K	Buy	15,030 +11,622	+341%	+$137K	0.17%	103
2019 Q2	$40K	Hold	3,408	–	–	0.04%	282
2019 Q1	$38K	Hold	3,408	–	–	0.03%	239
2018 Q4	$34K	Buy	+3,408	New	+$36.8K	0.03%	241

Other funds holding SCHB