Western Wealth 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
2026 Q1	$2.61M	Buy	103,898 +40,608	+64%	+$1.07M	0.1%	226
2025 Q4	$1.66M	Sell	63,290 -763	-1%	-$19.9K	0.08%	253
2025 Q3	$1.65M	Sell	64,053 -1,105	-2%	-$27.4K	0.09%	218
2025 Q2	$1.55M	Buy	65,158 +100	+0.2%	+$2.2K	0.09%	206
2025 Q1	$1.4M	Sell	65,058 -1,685	-3%	-$38.3K	0.09%	204
2024 Q4	$1.52M	Sell	66,743 -42,076	-39%	-$961K	0.1%	185
2024 Q3	$2.41M	Buy	108,819 +36,447	+50%	+$778K	0.14%	152
2024 Q2	$1.52M	Sell	72,372 -11,157	-13%	-$226K	0.11%	162
2024 Q1	$1.7M	Sell	83,529 -35,571	-30%	-$688K	0.13%	153
2023 Q4	$2.21M	Buy	119,100 +2,679	+2%	+$46.3K	0.16%	139
2023 Q3	$1.93M	Buy	116,421 +18,159	+18%	+$314K	0.16%	135
2023 Q2	$1.69M	Buy	98,262 +828	+0.8%	+$13.5K	0.14%	155
2023 Q1	$1.55M	Buy	97,434 +30	+0%	+$469	0.14%	162
2022 Q4	$1.45M	Sell	97,404 -77,460	-44%	-$1.16M	0.15%	168
2022 Q3	$2.48M	Buy	174,864 +621	+0.4%	+$9.66K	0.14%	159
2022 Q2	$2.58M	Sell	174,243 -4,455	-2%	-$71.5K	0.15%	152
2022 Q1	$3.18M	Buy	178,698 +93,288	+109%	+$1.64M	0.15%	141
2021 Q4	$1.61M	Buy	+85,410	New	+$1.57M	0.16%	140
2021 Q2	$1.71M	Buy	98,232 +7,218	+8%	+$122K	0.18%	133
2021 Q1	$1.47M	Buy	91,014 +1,632	+2%	+$25.7K	0.2%	121
2020 Q4	$1.35M	Sell	89,382 -3,312	-4%	-$47.2K	0.2%	121
2020 Q3	$1.23M	Sell	92,694 -3,810	-4%	-$50.1K	0.2%	119
2020 Q2	$1.18M	Sell	96,504 -1,188	-1%	-$13.7K	0.21%	115
2020 Q1	$982K	Buy	97,692 +5,352	+6%	+$64.8K	0.23%	105
2019 Q4	$1.18M	Buy	92,340 +6,006	+7%	+$73.7K	0.18%	127
2019 Q3	$1.02M	Sell	86,334 -5,184	-6%	-$61.3K	0.21%	115
2019 Q2	$1.08M	Hold	91,518	–	–	0.14%	124
2019 Q1	$1.04M	Hold	91,518	–	–	0.23%	106
2018 Q4	$913K	Buy	+91,518	New	+$990K	0.25%	99

Other funds holding SCHB