TFC Financial Management’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 Q3	–	Sell	-816	Closed	-$19.4K	–	1049
2025 Q2	$19.4K	Hold	816	–	–	﹤0.01%	338
2025 Q1	$17.6K	Hold	816	–	–	﹤0.01%	329
2024 Q4	$18.5K	Hold	816	–	–	﹤0.01%	321
2024 Q3	$18.1K	Hold	816	–	–	﹤0.01%	333
2024 Q2	$17.1K	Sell	816 -693	-46%	-$14K	﹤0.01%	307
2024 Q1	$30.7K	Hold	1,509	–	–	0.01%	269
2023 Q4	$28K	Buy	1,509 +3	+0.2%	+$52	0.01%	271
2023 Q3	$25K	Buy	1,506 +3	+0.2%	+$52	0.01%	277
2023 Q2	$25.9K	Buy	1,503 +3	+0.2%	+$49	0.01%	267
2023 Q1	$23.9K	Buy	1,500 +3	+0.2%	+$47	0.01%	298
2022 Q4	$22.4K	Sell	1,497 -819	-35%	-$12.3K	0.01%	251
2022 Q3	$32K	Hold	2,316	–	–	0.01%	227
2022 Q2	$34K	Hold	2,316	–	–	0.01%	220
2022 Q1	$41K	Buy	2,316 +678	+41%	+$11.9K	0.01%	216
2021 Q4	$31K	Hold	1,638	–	–	0.01%	240
2021 Q3	$28K	Hold	1,638	–	–	0.01%	242
2021 Q2	$28K	Hold	1,638	–	–	0.01%	239
2021 Q1	$26K	Hold	1,638	–	–	0.01%	231
2020 Q4	$25K	Sell	1,638 -450	-22%	-$6.41K	0.01%	235
2020 Q3	$28K	Buy	+2,088	New	+$27.5K	0.01%	216

Other funds holding SCHB