AWC
Adamsbrown Wealth Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
14,354
| – | – | 0.1% | 71 |
|
|
2025
Q1 | $309K | Buy |
14,354
+18
| +0.1% | +$388 | 0.1% | 72 |
|
|
2024
Q4 | $325K | Buy |
14,336
+9,573
| +201% | +$217K | 0.11% | 67 |
|
|
2024
Q3 | $317K | Buy |
4,763
+30
| +0.6% | +$2K | 0.11% | 65 |
|
|
2024
Q2 | $298K | Hold |
4,733
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $289K | Buy |
4,733
+14
| +0.3% | +$855 | 0.12% | 61 |
|
|
2023
Q4 | $263K | Buy |
4,719
+19
| +0.4% | +$1.06K | 0.11% | 63 |
|
|
2023
Q3 | $234K | Sell |
4,700
-586
| -11% | -$29.2K | 0.12% | 70 |
|
|
2023
Q2 | $273K | Buy |
5,286
+509
| +11% | +$26.3K | 0.14% | 61 |
|
|
2023
Q1 | $229K | Buy |
4,777
+177
| +4% | +$8.47K | 0.13% | 66 |
|
|
2022
Q4 | $206K | Buy |
+4,600
| New | +$206K | 0.13% | 72 |
|
|
2022
Q3 | – | Sell |
-4,600
| Closed | -$203K | – | 85 |
|
|
2022
Q2 | $203K | Hold |
4,600
| – | – | 0.16% | 83 |
|
|
2022
Q1 | $246K | Buy |
4,600
+2,300
| +100% | +$123K | 0.19% | 74 |
|
|
2021
Q4 | $260K | Buy |
+2,300
| New | +$260K | 0.23% | 65 |
|