Rehmann Capital Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$661K	Hold	27,748	–	–	0.04%	296
2025 Q1	$597K	Hold	27,748	–	–	0.04%	318
2024 Q4	$630K	Buy	27,748 +1	+0%	+$23	0.04%	296
2024 Q3	$615K	Hold	27,747	–	–	0.04%	302
2024 Q2	$582K	Hold	27,747	–	–	0.04%	301
2024 Q1	$565K	Buy	27,747 +6,540	+31%	+$133K	0.04%	296
2023 Q4	$394K	Hold	21,207	–	–	0.03%	363
2023 Q3	$352K	Hold	21,207	–	–	0.03%	366
2023 Q2	$365K	Hold	21,207	–	–	0.03%	376
2023 Q1	$338K	Hold	21,207	–	–	0.03%	393
2022 Q4	$317K	Hold	21,207	–	–	0.03%	394
2022 Q3	$297K	Hold	21,207	–	–	0.03%	378
2022 Q2	$312K	Hold	21,207	–	–	0.03%	364
2022 Q1	$377K	Buy	21,207 +3	+0%	+$53	0.04%	360
2021 Q4	$399K	Hold	21,204	–	–	0.04%	366
2021 Q3	$367K	Hold	21,204	–	–	0.03%	388
2021 Q2	$369K	Hold	21,204	–	–	0.04%	386
2021 Q1	$342K	Hold	21,204	–	–	0.04%	379
2020 Q4	$322K	Hold	21,204	–	–	0.04%	357
2020 Q3	$282K	Hold	21,204	–	–	0.04%	338
2020 Q2	$260K	Hold	21,204	–	–	0.04%	352
2020 Q1	$214K	Buy	+21,204	New	+$214K	0.03%	351
2019 Q3	$1.12M	Buy	181,662 +160,458	+757%	+$987K	0.14%	77
2019 Q2	$249K	Hold	21,204	–	–	0.03%	392
2019 Q1	$241K	Buy	+21,204	New	+$241K	0.03%	371
2018 Q4	–	Sell	-21,204	Closed	-$249K	–	2066
2018 Q3	$249K	Sell	21,204 -6	-0%	-$70	0.03%	348
2018 Q2	$233K	Hold	21,210	–	–	0.03%	334
2018 Q1	$225K	Hold	21,210	–	–	0.04%	344
2017 Q4	$228K	Buy	21,210 +36	+0.2%	+$387	0.04%	343
2017 Q3	$215K	Buy	21,174 +90	+0.4%	+$914	0.04%	347
2017 Q2	$205K	Buy	+21,084	New	+$205K	0.04%	343