Souders Financial 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
2026 Q1	$2M	Sell	79,638 -11,007	-12%	-$289K	0.23%	60
2025 Q4	$2.38M	Sell	90,645 -1,935	-2%	-$50.4K	0.27%	52
2025 Q3	$2.38M	Sell	92,580 -5,905	-6%	-$146K	0.28%	51
2025 Q2	$2.35M	Sell	98,485 -21,735	-18%	-$479K	0.3%	48
2025 Q1	$2.59M	Sell	120,220 -107,686	-47%	-$2.45M	0.36%	49
2024 Q4	$5.17M	Sell	227,906 -43,984	-16%	-$1M	0.72%	35
2024 Q3	$6.03M	Buy	271,890 +4,350	+2%	+$92.9K	0.84%	33
2024 Q2	$5.61M	Buy	267,540 +18,669	+8%	+$378K	0.85%	37
2024 Q1	$5.06M	Buy	248,871 +7,785	+3%	+$151K	0.8%	37
2023 Q4	$4.47M	Buy	241,086 +51	+0%	+$881	0.77%	36
2023 Q3	$4.01M	Buy	241,035 +5,715	+2%	+$98.9K	0.77%	38
2023 Q2	$4.06M	Buy	235,320 +20,835	+10%	+$340K	0.78%	38
2023 Q1	$3.42M	Sell	214,485 -22,284	-9%	-$348K	0.73%	37
2022 Q4	$3.54M	Buy	236,769 +17,025	+8%	+$256K	0.81%	36
2022 Q3	$3.08M	Buy	219,744 +16,023	+8%	+$249K	0.84%	35
2022 Q2	$3M	Buy	203,721 +4,452	+2%	+$71.5K	0.86%	32
2022 Q1	$3.55M	Sell	199,269 -3,951	-2%	-$69.4K	1.03%	29
2021 Q4	$3.83M	Buy	203,220 +15,282	+8%	+$281K	1.1%	24
2021 Q3	$3.25M	Sell	187,938 -2,292	-1%	-$40.8K	1.05%	27
2021 Q2	$3.31M	Sell	190,230 -20,340	-10%	-$344K	1.11%	26
2021 Q1	$3.39M	Buy	210,570 +2,820	+1%	+$44.5K	1.33%	19
2020 Q4	$3.15M	Buy	207,750 +9,312	+5%	+$133K	1.37%	18
2020 Q3	$2.8M	Buy	198,438 +15,378	+8%	+$202K	1.32%	22
2020 Q2	$2.24M	Buy	+183,060	New	+$2.11M	1.28%	22

Other funds holding SCHB