Osterweis Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	–	–	95
2025 Q4	–	Hold	–	–	–	96
2025 Q3	–	Hold	–	–	–	93
2025 Q2	–	Hold	–	–	–	95
2025 Q1	–	Hold	–	–	–	92
2024 Q4	–	Hold	–	–	–	94
2024 Q3	–	Hold	–	–	–	93
2024 Q2	–	Hold	–	–	–	90
2024 Q1	–	Hold	–	–	–	128
2023 Q4	–	Hold	–	–	–	130
2023 Q3	–	Hold	–	–	–	132
2023 Q2	–	Hold	–	–	–	130
2023 Q1	–	Hold	–	–	–	130
2022 Q4	–	Hold	–	–	–	133
2022 Q3	–	Hold	–	–	–	127
2022 Q2	–	Hold	–	–	–	130
2022 Q1	–	Hold	–	–	–	134
2021 Q4	–	Hold	–	–	–	132
2021 Q3	–	Hold	–	–	–	133
2021 Q2	–	Hold	–	–	–	136
2021 Q1	–	Hold	–	–	–	130
2020 Q4	–	Hold	–	–	–	125

Other funds holding SCHB