WealthShield Partners’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	$234K	Sell	9,339 -229	-2%	-$6.01K	0.03%	321
2025 Q4	$251K	Sell	9,568 -654	-6%	-$17K	0.03%	306
2025 Q3	$263K	Sell	10,222 -1,255	-11%	-$31.1K	0.03%	296
2025 Q2	$273K	Sell	11,477 -525	-4%	-$11.6K	0.03%	284
2025 Q1	$258K	Sell	12,002 -2,472	-17%	-$56.2K	0.03%	287
2024 Q4	$329K	Buy	14,474 +3,593	+33%	+$82.1K	0.05%	239
2024 Q3	$241K	Sell	10,881 -990	-8%	-$21.1K	0.03%	271
2024 Q2	$250K	Sell	11,871 -2,073	-15%	-$42K	0.04%	254
2024 Q1	$284K	Sell	13,944 -567	-4%	-$11K	0.05%	240
2023 Q4	$269K	Hold	14,511	–	–	0.04%	247
2023 Q3	$241K	Sell	14,511 -291	-2%	-$5.04K	0.04%	271
2023 Q2	$255K	Sell	14,802 -4,539	-23%	-$74K	0.04%	268
2023 Q1	$308K	Sell	19,341 -2,727	-12%	-$42.6K	0.05%	252
2022 Q4	$330K	Sell	22,068 -10,551	-32%	-$159K	0.06%	236
2022 Q3	$457K	Sell	32,619 -2,814	-8%	-$43.8K	0.09%	203
2022 Q2	$522K	Sell	35,433 -7,353	-17%	-$118K	0.1%	193
2022 Q1	$761K	Sell	42,786 -44,166	-51%	-$775K	0.12%	180
2021 Q4	$1.64M	Buy	+86,952	New	+$1.6M	0.27%	78
2021 Q3	–	Sell	-3,780	Closed	-$66K	–	634
2021 Q2	$66K	Buy	3,780 +486	+15%	+$8.22K	0.01%	420
2021 Q1	$53K	Buy	+3,294	New	+$51.9K	0.01%	448
2020 Q4	–	Sell	-3,012	Closed	-$40K	–	386
2020 Q3	$40K	Hold	3,012	–	–	0.01%	310
2020 Q2	$37K	Hold	3,012	–	–	0.02%	259
2020 Q1	$30K	Hold	3,012	–	–	0.02%	205
2019 Q4	$39K	Hold	3,012	–	–	0.02%	221
2019 Q3	$36K	Hold	3,012	–	–	0.02%	210
2019 Q2	$35K	Hold	3,012	–	–	0.02%	184
2019 Q1	$34K	Buy	+3,012	New	+$32.9K	0.02%	203

Other funds holding SCHB