Lokken Investment Group’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
2025 Q3	$3.41M	Buy	132,604 +4	+0%	+$99	1.17%	22
2025 Q2	$3.16M	Buy	132,600 +5	+0%	+$110	1.22%	21
2025 Q1	$2.85M	Sell	132,595 -625	-0.5%	-$14.2K	1.2%	20
2024 Q4	$3.02M	Sell	133,220 -982	-0.7%	-$22.4K	1.31%	19
2024 Q3	$2.98M	Buy	134,202 +10,728	+9%	+$229K	1.24%	18
2024 Q2	$2.59M	Sell	123,474 -1,152	-0.9%	-$23.3K	1.22%	18
2024 Q1	$2.54M	Buy	124,626 +11,469	+10%	+$222K	1.26%	19
2023 Q4	$2.1M	Sell	113,157 -12	-0%	-$207	1.19%	21
2023 Q3	$1.88M	Buy	113,169 +18,342	+19%	+$317K	1.23%	22
2023 Q2	$1.63M	Buy	94,827 +23,082	+32%	+$376K	1.07%	23
2023 Q1	$1.14M	Buy	71,745 +20,019	+39%	+$313K	0.87%	29
2022 Q4	$773K	Sell	51,726 -72,891	-58%	-$1.1M	0.61%	39
2022 Q3	$1.74M	Buy	124,617 +9	+0%	+$140	1.5%	20
2022 Q2	$1.83M	Buy	124,608 +66,909	+116%	+$1.07M	1.49%	19
2022 Q1	$933K	Buy	57,699 +1,245	+2%	+$21.9K	0.74%	30
2021 Q4	$1.06M	Sell	56,454 -402	-0.7%	-$7.4K	0.76%	29
2021 Q3	$984K	Buy	56,856 +2,178	+4%	+$38.7K	0.78%	30
2021 Q2	$950K	Buy	54,678 +11,178	+26%	+$189K	0.77%	31
2021 Q1	$701K	Buy	43,500 +2,118	+5%	+$33.4K	0.62%	38
2020 Q4	$628K	Buy	+41,382	New	+$589K	0.57%	38

Other funds holding SCHB