Pacific Sun Financial’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	$339K	Hold	13,520	–	–	0.16%	155
2025 Q4	$355K	Hold	13,520	–	–	0.17%	152
2025 Q3	$348K	Sell	13,520 -4,120	-23%	-$102K	0.17%	148
2025 Q2	$420K	Hold	17,640	–	–	0.22%	128
2025 Q1	$380K	Hold	17,640	–	–	0.22%	133
2024 Q4	$400K	Sell	17,640 -360	-2%	-$8.22K	0.22%	125
2024 Q3	$399K	Hold	18,000	–	–	0.22%	126
2024 Q2	$377K	Hold	18,000	–	–	0.22%	123
2024 Q1	$366K	Sell	18,000 -480	-3%	-$9.29K	0.21%	132
2023 Q4	$343K	Hold	18,480	–	–	0.22%	126
2023 Q3	$307K	Hold	18,480	–	–	0.21%	124
2023 Q2	$295K	Buy	+18,480	New	+$301K	0.2%	135
2022 Q4	$276K	Hold	18,480	–	–	0.19%	140
2022 Q3	$259K	Hold	18,480	–	–	0.18%	147
2022 Q2	$272K	Hold	18,480	–	–	0.18%	146
2022 Q1	$329K	Hold	18,480	–	–	0.18%	138
2021 Q4	$348K	Hold	18,480	–	–	0.19%	134
2021 Q3	$320K	Buy	+18,480	New	+$329K	0.18%	129
2020 Q3	$262K	Hold	19,740	–	–	0.22%	124
2020 Q2	$242K	Buy	+19,740	New	+$228K	0.22%	121
2020 Q1	–	Sell	-18,960	Closed	-$243K	–	137
2019 Q4	$243K	Hold	18,960	–	–	0.21%	122
2019 Q3	$224K	Hold	18,960	–	–	0.21%	124
2019 Q2	$223K	Buy	+18,960	New	+$219K	0.21%	122
2018 Q2	$209K	Buy	+18,060	New	+$197K	0.22%	119

Other funds holding SCHB