Sowell Financial Services’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	$208K	Sell	8,304 -11,153	-57%	-$293K	0.01%	1034
2025 Q4	$510K	Buy	19,457 +94	+0.5%	+$2.45K	0.02%	638
2025 Q3	$498K	Buy	19,363 +850	+5%	+$21K	0.02%	630
2025 Q2	$441K	Sell	18,513 -2,885	-13%	-$63.5K	0.02%	647
2025 Q1	$461K	Sell	21,398 -121	-0.6%	-$2.75K	0.02%	607
2024 Q4	$488K	Buy	+21,519	New	+$492K	0.03%	413
2023 Q3	–	Sell	-51,657	Closed	-$890K	–	589
2023 Q2	$890K	Buy	51,657 +9,531	+23%	+$155K	0.05%	375
2023 Q1	$672K	Sell	42,126 -975	-2%	-$15.2K	0.05%	380
2022 Q4	$644K	Buy	43,101 +261	+0.6%	+$3.92K	0.04%	391
2022 Q3	$600K	Buy	+42,840	New	+$666K	0.06%	296
2022 Q1	–	Sell	-83,616	Closed	-$1.57M	–	437
2021 Q4	$1.57M	Sell	83,616 -8,400	-9%	-$155K	0.09%	247
2021 Q3	$1.59M	Sell	92,016 -22,218	-19%	-$395K	0.11%	215
2021 Q2	$1.99M	Sell	114,234 -90,810	-44%	-$1.54M	0.13%	189
2021 Q1	$3.47M	Buy	205,044 +6,630	+3%	+$105K	0.12%	165
2020 Q4	$3.01M	Sell	198,414 -12,468	-6%	-$178K	0.13%	142
2020 Q3	$2.8M	Buy	210,882 +47,136	+29%	+$620K	0.14%	131
2020 Q2	$2M	Buy	163,746 +34,332	+27%	+$396K	0.11%	173
2020 Q1	$1.3M	Sell	129,414 -135,306	-51%	-$1.64M	0.1%	212
2019 Q4	$3.39M	Buy	264,720 +128,148	+94%	+$1.57M	0.26%	81
2019 Q3	$1.62M	Buy	+136,572	New	+$1.61M	0.13%	164
2019 Q1	$401K	Sell	35,376 -6,540	-16%	-$71.4K	0.04%	383
2018 Q4	$419K	Sell	41,916 -78,978	-65%	-$854K	0.06%	313
2018 Q3	$1.22M	Buy	+120,894	New	+$1.39M	0.18%	104

Other funds holding SCHB