Sargent Bickham Lagudis’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
2022 Q4	$5.05M	Sell	338,313 -6,645	-2%	-$99.9K	0.41%	53
2022 Q3	$4.83M	Buy	344,958 +225	+0.1%	+$3.5K	0.43%	49
2022 Q2	$5.08M	Sell	344,733 -113,415	-25%	-$1.82M	0.44%	48
2022 Q1	$8.15M	Buy	458,148 +8,850	+2%	+$155K	0.63%	35
2021 Q4	$8.46M	Buy	449,298 +19,878	+5%	+$366K	0.64%	34
2021 Q3	$7.43M	Buy	429,420 +30,048	+8%	+$534K	0.61%	35
2021 Q2	$6.94M	Sell	399,372 -31,290	-7%	-$530K	0.57%	40
2021 Q1	$6.94M	Buy	430,662 +3,912	+0.9%	+$61.7K	0.61%	36
2020 Q4	$6.47M	Sell	426,750 -15,816	-4%	-$225K	0.6%	38
2020 Q3	$5.87M	Sell	442,566 -19,506	-4%	-$256K	0.59%	39
2020 Q2	$5.66M	Buy	462,072 +242,034	+110%	+$2.79M	0.61%	35
2020 Q1	$2.22M	Sell	220,038 -17,718	-7%	-$214K	0.29%	75
2019 Q4	$3.05M	Sell	237,756 -1,278	-0.5%	-$15.7K	0.34%	67
2019 Q3	$2.83M	Buy	239,034 +17,532	+8%	+$207K	0.34%	64
2019 Q2	$2.6M	Sell	221,502 -164,094	-43%	-$1.89M	0.31%	68
2019 Q1	$4.37M	Buy	385,596 +48,114	+14%	+$525K	0.51%	47
2018 Q4	$3.37M	Buy	337,482 +68,802	+26%	+$744K	0.44%	56
2018 Q3	$3.15M	Buy	268,680 +19,722	+8%	+$227K	0.37%	65
2018 Q2	$2.74M	Buy	248,958 +17,370	+8%	+$190K	0.34%	70
2018 Q1	$2.46M	Sell	231,588 -305,346	-57%	-$3.35M	0.31%	70
2017 Q4	$5.77M	Sell	536,934 -17,418	-3%	-$183K	0.69%	29
2017 Q3	$5.63M	Sell	554,352 -15,438	-3%	-$153K	0.7%	34
2017 Q2	$5.55M	Buy	569,790 +1,728	+0.3%	+$16.7K	0.71%	32
2017 Q1	$5.4M	Sell	568,062 -215,964	-28%	-$2.03M	0.7%	30
2016 Q4	$7.08M	Sell	784,026 -88,326	-10%	-$778K	1.09%	18
2016 Q3	$7.61K	Sell	872,352 -17,052	-2%	-$148K	1.14%	18
2016 Q2	$7.46M	Sell	889,404 -32,376	-4%	-$269K	1.16%	14
2016 Q1	$7.57M	Buy	+921,780	New	+$7.16M	1.22%	15

Other funds holding SCHB