AWM
Adams Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.93M | Buy |
89,752
+3,865
| +5% | +$83.2K | 0.38% | 57 |
|
|
2024
Q4 | $1.95M | Buy |
85,887
+58,815
| +217% | +$1.34M | 0.37% | 53 |
|
|
2024
Q3 | $1.8M | Buy |
27,072
+1,576
| +6% | +$105K | 0.39% | 50 |
|
|
2024
Q2 | $1.6M | Sell |
25,496
-8,788
| -26% | -$553K | 0.37% | 47 |
|
|
2024
Q1 | $2.09M | Buy |
34,284
+3,969
| +13% | +$242K | 0.51% | 44 |
|
|
2023
Q4 | $1.69M | Buy |
30,315
+4,804
| +19% | +$267K | 0.5% | 42 |
|
|
2023
Q3 | $1.27M | Sell |
25,511
-27
| -0.1% | -$1.35K | 0.43% | 41 |
|
|
2023
Q2 | $1.32M | Buy |
25,538
+2,816
| +12% | +$146K | 0.41% | 38 |
|
|
2023
Q1 | $1.09M | Buy |
22,722
+1,669
| +8% | +$79.9K | 0.35% | 43 |
|
|
2022
Q4 | $943K | Buy |
21,053
+15,594
| +286% | +$699K | 0.33% | 37 |
|
|
2022
Q3 | $229K | Buy |
+5,459
| New | +$229K | 0.09% | 81 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | -$6K | – | 284 |
|
|
2020
Q3 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 217 |
|