Princeton Global Asset Management’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	$157K	Sell	6,264 -599	-9%	-$15.7K	0.03%	231
2025 Q4	$180K	Sell	6,863 -163	-2%	-$4.24K	0.03%	213
2025 Q3	$181K	Buy	7,026 +2,381	+51%	+$58.9K	0.03%	201
2025 Q2	$111K	Buy	4,645 +237	+5%	+$5.22K	0.02%	231
2025 Q1	$94.9K	Sell	4,408 -41	-0.9%	-$933	0.02%	232
2024 Q4	$101K	Hold	4,449	–	–	0.02%	242
2024 Q3	$98.6K	Buy	4,449 +6	+0.1%	+$128	0.02%	245
2024 Q2	$93.1K	Hold	4,443	–	–	0.02%	224
2024 Q1	$90.4K	Buy	4,443 +3	+0.1%	+$58	0.02%	207
2023 Q4	$82.4K	Buy	4,440 +6	+0.1%	+$104	0.02%	213
2023 Q3	$73.7K	Buy	4,434 +3	+0.1%	+$52	0.02%	216
2023 Q2	$76.4K	Buy	4,431 +3	+0.1%	+$49	0.02%	218
2023 Q1	$70.6K	Buy	4,428 +1,356	+44%	+$21.2K	0.02%	225
2022 Q4	$46K	Hold	3,072	–	–	0.01%	245
2022 Q3	$43K	Hold	3,072	–	–	0.02%	248
2022 Q2	$45K	Hold	3,072	–	–	0.01%	261
2022 Q1	$55K	Hold	3,072	–	–	0.02%	257
2021 Q4	$58K	Hold	3,072	–	–	0.02%	246
2021 Q3	$53K	Sell	3,072 -252	-8%	-$4.48K	0.02%	252
2021 Q2	$58K	Hold	3,324	–	–	0.02%	246
2021 Q1	$54K	Hold	3,324	–	–	0.02%	238
2020 Q4	$50K	Sell	3,324 -420	-11%	-$5.98K	0.02%	243
2020 Q3	$50K	Hold	3,744	–	–	0.02%	217
2020 Q2	$45K	Buy	+3,744	New	+$43.2K	0.01%	261

Other funds holding SCHB