River 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
2025 Q1	–	Sell	-8,988	Closed	-$204K	–	208
2024 Q4	$204K	Sell	8,988 -1,632	-15%	-$37.3K	0.03%	206
2024 Q3	$235K	Hold	10,620	–	–	0.03%	197
2024 Q2	$223K	Buy	10,620 +30	+0.3%	+$608	0.03%	185
2024 Q1	$216K	Buy	+10,590	New	+$205K	0.03%	201
2022 Q3	–	Sell	-19,179	Closed	-$283K	–	208
2022 Q2	$283K	Sell	19,179 -141	-0.7%	-$2.26K	0.05%	186
2022 Q1	$344K	Hold	19,320	–	–	0.05%	177
2021 Q4	$364K	Sell	19,320 -6,210	-24%	-$114K	0.06%	176
2021 Q3	$442K	Sell	25,530 -402	-2%	-$7.15K	0.08%	159
2021 Q2	$451K	Buy	25,932 +1,662	+7%	+$28.1K	0.08%	154
2021 Q1	$391K	Sell	24,270 -1,272	-5%	-$20.1K	0.07%	163
2020 Q4	$387K	Sell	25,542 -1,368	-5%	-$19.5K	0.08%	158
2020 Q3	$357K	Sell	26,910 -2,538	-9%	-$33.4K	0.09%	154
2020 Q2	$361K	Buy	29,448 +78	+0.3%	+$899	0.11%	138
2020 Q1	$296K	Sell	29,370 -72	-0.2%	-$871	0.12%	133
2019 Q4	$377K	Sell	29,442 -60	-0.2%	-$736	0.13%	131
2019 Q3	$349K	Sell	29,502 -912	-3%	-$10.8K	0.13%	132
2019 Q2	$358K	Buy	30,414 +4,230	+16%	+$48.8K	0.14%	132
2019 Q1	$297K	Sell	26,184 -3,414	-12%	-$37.3K	0.12%	135
2018 Q4	$296K	Hold	29,598	–	–	0.13%	135
2018 Q3	$347K	Buy	29,598 +204	+0.7%	+$2.35K	0.13%	135
2018 Q2	$323K	Buy	29,394 +2,628	+10%	+$28.7K	0.13%	137
2018 Q1	$285K	Buy	26,766 +6,360	+31%	+$69.9K	0.12%	140
2017 Q4	$219K	Buy	+20,406	New	+$214K	0.09%	157

Other funds holding SCHB