Sheets Smith Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Sheets Smith Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.15M	Buy	281,393 +1,378	+0.5%	+$38.6K	0.81%	24
2026 Q1	$7.03M	Buy	280,015 +2,796	+1%	+$73.4K	0.79%	28
2025 Q4	$7.27M	Sell	277,219 -1,631	-0.6%	-$42.5K	0.8%	27
2025 Q3	$7.17M	Sell	278,850 -23,340	-8%	-$578K	0.81%	26
2025 Q2	$7.2M	Sell	302,190 -4,033	-1%	-$88.8K	0.84%	27
2025 Q1	$6.59M	Sell	306,223 -80,087	-21%	-$1.82M	0.82%	29
2024 Q4	$8.77M	Sell	386,310 -7,695	-2%	-$176K	1.07%	22
2024 Q3	$8.74M	Sell	394,005 -7,611	-2%	-$163K	1.07%	24
2024 Q2	$8.42M	Buy	401,616 +16,812	+4%	+$341K	1.01%	24
2024 Q1	$7.83M	Buy	384,804 +11,400	+3%	+$221K	0.88%	29
2023 Q4	$6.93M	Buy	373,404 +1,812	+0.5%	+$31.3K	0.99%	28
2023 Q3	$6.17M	Sell	371,592 -8,730	-2%	-$151K	0.94%	27
2023 Q2	$6.55M	Sell	380,322 -10,425	-3%	-$170K	0.96%	26
2023 Q1	$6.23M	Sell	390,747 -4,659	-1%	-$72.8K	0.95%	27
2022 Q4	$5.91M	Buy	395,406 +3,150	+0.8%	+$47.3K	0.92%	27
2022 Q3	$5.49M	Buy	392,256 +6,027	+2%	+$93.8K	0.92%	28
2022 Q2	$5.69M	Sell	386,229 -12,927	-3%	-$207K	0.94%	27
2022 Q1	$7.1M	Sell	399,156 -2,166	-0.5%	-$38K	0.98%	25
2021 Q4	$7.56M	Sell	401,322 -3,546	-0.9%	-$65.2K	0.94%	27
2021 Q3	$7.01M	Buy	404,868 +2,892	+0.7%	+$51.4K	0.95%	26
2021 Q2	$6.99M	Sell	401,976 -4,944	-1%	-$83.7K	0.94%	27
2021 Q1	$6.56M	Sell	406,920 -15,330	-4%	-$242K	0.96%	27
2020 Q4	$6.4M	Sell	422,250 -58,788	-12%	-$837K	0.97%	25
2020 Q3	$6.38M	Sell	481,038 -160,278	-25%	-$2.11M	1.11%	24
2020 Q2	$7.85M	Sell	641,316 -39,072	-6%	-$450K	1.57%	15
2020 Q1	$6.85M	Buy	680,388 +409,080	+151%	+$4.95M	1.44%	16
2019 Q4	$3.48M	Sell	271,308 -32,040	-11%	-$393K	0.66%	43
2019 Q3	$3.59M	Buy	303,348 +9,168	+3%	+$108K	0.74%	37
2019 Q2	$3.46M	Buy	294,180 +99,294	+51%	+$1.15M	0.71%	35
2019 Q1	$2.21M	Buy	194,886 +5,976	+3%	+$65.3K	0.48%	58
2018 Q4	$1.89M	Buy	188,910 +61,044	+48%	+$660K	0.51%	55
2018 Q3	$1.5M	Sell	127,866 -2,382	-2%	-$27.5K	0.31%	88
2018 Q2	$1.43M	Sell	130,248 -162	-0.1%	-$1.77K	0.34%	82
2018 Q1	$1.39M	Sell	130,410 -780	-0.6%	-$8.57K	0.33%	85
2017 Q4	$1.41M	Buy	131,190 +906	+0.7%	+$9.5K	0.33%	80
2017 Q3	$1.32M	Sell	130,284 -1,512	-1%	-$15K	0.33%	82
2017 Q2	$1.28M	Sell	131,796 -6,432	-5%	-$62.1K	0.34%	86
2017 Q1	$1.31M	Sell	138,228 -3,102	-2%	-$29.1K	0.35%	85
2016 Q4	$1.28M	Buy	141,330 +34,176	+32%	+$301K	0.36%	79
2016 Q3	$934K	Sell	107,154 -918	-0.8%	-$7.97K	0.26%	107
2016 Q2	$906K	Buy	108,072 +73,452	+212%	+$610K	0.26%	113
2016 Q1	$284K	Sell	34,620 -51,678	-60%	-$402K	0.09%	192
2015 Q4	$705K	Sell	86,298 -13,440	-13%	-$111K	0.21%	132
2015 Q3	$771K	Sell	99,738 -1,596	-2%	-$13.1K	0.26%	105
2015 Q2	$848K	Sell	101,334 -4,308	-4%	-$36.8K	0.23%	128
2015 Q1	$889K	Buy	105,642 +5,874	+6%	+$49.1K	0.25%	126
2014 Q4	$828K	Sell	99,768 -455,634	-82%	-$3.69M	0.22%	142
2014 Q3	$4.4M	Buy	555,402 +2,220	+0.4%	+$17.8K	1.2%	16
2014 Q2	$4.4M	Sell	553,182 -89,262	-14%	-$688K	1.18%	16
2014 Q1	$4.89M	Sell	642,444 -4,962	-0.8%	-$37.1K	1.37%	13
2013 Q4	$4.86M	Sell	647,406 -15,060	-2%	-$108K	1.34%	15
2013 Q3	$4.54M	Sell	662,466 -3,258	-0.5%	-$22.1K	1.48%	12
2013 Q2	$4.32M	Buy	+665,724	New	+$4.32M	1.47%	12