Physician Wealth 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	$447K	Sell	17,818 -285	-2%	-$7.48K	0.06%	113
2025 Q4	$475K	Hold	18,103	–	–	0.07%	107
2025 Q3	$465K	Buy	18,103 +1	+0%	+$25	0.07%	113
2025 Q2	$431K	Buy	18,102 +175	+1%	+$3.85K	0.07%	109
2025 Q1	$386K	Buy	17,927 +245	+1%	+$5.57K	0.07%	111
2024 Q4	$401K	Sell	17,682 -48,954	-73%	-$1.12M	0.07%	113
2024 Q3	$498K	Buy	66,636 +44,424	+200%	+$949K	0.09%	95
2024 Q2	$485K	Hold	22,212	–	–	0.09%	94
2024 Q1	$433K	Hold	22,212	–	–	0.09%	97
2023 Q4	$418K	Sell	22,212 -1,437	-6%	-$24.8K	0.09%	95
2023 Q3	$396K	Sell	23,649 -1,125	-5%	-$19.5K	0.1%	93
2023 Q2	$428K	Hold	24,774	–	–	0.11%	86
2023 Q1	$399K	Buy	24,774 +4,200	+20%	+$65.7K	0.1%	90
2022 Q4	$323K	Hold	20,574	–	–	0.09%	101
2022 Q3	$304K	Hold	20,574	–	–	0.09%	106
2022 Q2	$331K	Buy	20,574 +180	+0.9%	+$2.89K	0.1%	103
2022 Q1	$344K	Sell	20,394 -11,154	-35%	-$196K	0.09%	110
2021 Q4	$581K	Buy	31,548 +192	+0.6%	+$3.53K	0.15%	81
2021 Q3	$564K	Sell	31,356 -552	-2%	-$9.82K	0.16%	82
2021 Q2	$560K	Hold	31,908	–	–	0.16%	80
2021 Q1	$527K	Sell	31,908 -180	-0.6%	-$2.84K	0.17%	79
2020 Q4	$514K	Sell	32,088 -5,910	-16%	-$84.2K	0.17%	76
2020 Q3	$500K	Sell	37,998 -3,366	-8%	-$44.3K	0.2%	67
2020 Q2	$551K	Buy	41,364 +4,140	+11%	+$47.7K	0.22%	65
2020 Q1	$406K	Sell	37,224 -26,298	-41%	-$318K	0.2%	65
2019 Q4	$829K	Sell	63,522 -17,526	-22%	-$215K	0.37%	39
2019 Q3	$1.01M	Buy	+81,048	New	+$958K	0.5%	36

Other funds holding SCHB