Prospera Financial Services’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	$2.43M	Buy	96,864 +7,384	+8%	+$194K	0.04%	444
2025 Q4	$2.35M	Buy	89,480 +3,223	+4%	+$83.9K	0.04%	441
2025 Q3	$2.22M	Buy	86,257 +4,899	+6%	+$121K	0.04%	449
2025 Q2	$1.94M	Buy	81,358 +44,116	+118%	+$972K	0.04%	477
2025 Q1	$802K	Buy	37,242 +4,280	+13%	+$97.4K	0.02%	623
2024 Q4	$748K	Buy	32,962 +5,041	+18%	+$115K	0.02%	629
2024 Q3	$619K	Buy	27,921 +1,902	+7%	+$40.6K	0.02%	649
2024 Q2	$545K	Sell	26,019 -1,110	-4%	-$22.5K	0.02%	685
2024 Q1	$552K	Sell	27,129 -420	-2%	-$8.13K	0.02%	680
2023 Q4	$511K	Buy	27,549 +3,804	+16%	+$65.7K	0.02%	656
2023 Q3	$395K	Buy	23,745 +738	+3%	+$12.8K	0.02%	692
2023 Q2	$397K	Sell	23,007 -456	-2%	-$7.43K	0.02%	689
2023 Q1	$374K	Sell	23,463 -1,617	-6%	-$25.3K	0.02%	702
2022 Q4	$375K	Sell	25,080 -5,502	-18%	-$82.7K	0.02%	623
2022 Q3	$428K	Sell	30,582 -231	-0.7%	-$3.59K	0.02%	560
2022 Q2	$454K	Sell	30,813 -63	-0.2%	-$1.01K	0.02%	543
2022 Q1	$550K	Buy	30,876 +12	+0%	+$211	0.02%	575
2021 Q4	$582K	Buy	30,864 +228	+0.7%	+$4.2K	0.03%	528
2021 Q3	$530K	Buy	30,636 +420	+1%	+$7.47K	0.03%	518
2021 Q2	$525K	Buy	30,216 +3,978	+15%	+$67.3K	0.03%	524
2021 Q1	$422K	Buy	26,238 +1,890	+8%	+$29.8K	0.03%	536
2020 Q4	$369K	Buy	+24,348	New	+$347K	0.03%	485
2020 Q3	–	Sell	-24,000	Closed	-$294K	–	1689
2020 Q2	$294K	Sell	24,000 -7,572	-24%	-$87.3K	0.03%	450
2020 Q1	$318K	Buy	31,572 +6,942	+28%	+$84K	0.03%	382
2019 Q4	$316K	Buy	24,630 +504	+2%	+$6.18K	0.02%	473
2019 Q3	$286K	Buy	24,126 +1,368	+6%	+$16.2K	0.03%	446
2019 Q2	$271K	Buy	+22,758	New	+$263K	0.03%	420

Other funds holding SCHB