MBA Advisors’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	$5.1M	Buy	203,364 +17,112	+9%	+$449K	1.96%	16
2025 Q4	$4.89M	Buy	186,252 +2,835	+2%	+$73.8K	1.97%	15
2025 Q3	$4.72M	Sell	183,417 -3,565	-2%	-$88.2K	2.01%	14
2025 Q2	$4.46M	Buy	186,982 +6,920	+4%	+$152K	2.06%	14
2025 Q1	$3.88M	Buy	180,062 +8,545	+5%	+$194K	1.92%	15
2024 Q4	$3.89M	Buy	171,517 +3,739	+2%	+$85.4K	1.97%	17
2024 Q3	$3.72M	Buy	167,778 +2,757	+2%	+$58.9K	1.79%	18
2024 Q2	$3.46M	Buy	165,021 +6,759	+4%	+$137K	1.77%	18
2024 Q1	$3.22M	Buy	158,262 +11,385	+8%	+$220K	1.67%	19
2023 Q4	$2.73M	Buy	146,877 +19,143	+15%	+$331K	1.52%	20
2023 Q3	$2.12M	Buy	127,734 +6,999	+6%	+$121K	1.3%	21
2023 Q2	$2.08M	Sell	120,735 -4,737	-4%	-$77.2K	1.24%	22
2023 Q1	$2M	Buy	125,472 +21,204	+20%	+$332K	1.25%	25
2022 Q4	$1.56M	Sell	104,268 -1,647	-2%	-$24.8K	1.02%	30
2022 Q3	$1.48M	Sell	105,915 -10,917	-9%	-$170K	1.07%	29
2022 Q2	$1.72M	Buy	116,832 +4,530	+4%	+$72.7K	1.18%	24
2022 Q1	$2M	Buy	112,302 +12,732	+13%	+$223K	1.24%	25
2021 Q4	$1.88M	Buy	99,570 +8,346	+9%	+$154K	1.16%	26
2021 Q3	$1.58M	Buy	91,224 +516	+0.6%	+$9.18K	1.17%	26
2021 Q2	$1.58K	Sell	90,708 -15,336	-14%	-$260K	0.73%	26
2021 Q1	$1.71K	Buy	+106,044	New	+$1.67M	0.94%	19

Other funds holding SCHB