AWC
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Adamsbrown Wealth Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425K Buy
14,690
+1
+0% +$28 0.08% 97
2026
Q1 		$369K Sell
14,689
-378
-3% -$9.92K 0.1% 90
2025
Q4 		$395K Buy
15,067
+731
+5% +$19K 0.11% 81
2025
Q3 		$369K Sell
14,336
-18
-0.1% -$446 0.1% 78
2025
Q2 		$342K Hold
14,354
– – 0.1% 71
2025
Q1 		$309K Buy
14,354
+18
+0.1% +$409 0.1% 72
2024
Q4 		$325K Buy
14,336
+47
+0.3% +$1.07K 0.11% 67
2024
Q3 		$317K Buy
14,289
+90
+0.6% +$1.92K 0.11% 65
2024
Q2 		$298K Hold
14,199
– – 0.12% 61
2024
Q1 		$289K Buy
14,199
+42
+0.3% +$813 0.12% 61
2023
Q4 		$263K Buy
14,157
+57
+0.4% +$984 0.11% 63
2023
Q3 		$234K Sell
14,100
-1,758
-11% -$30.4K 0.12% 70
2023
Q2 		$273K Buy
15,858
+1,527
+11% +$24.9K 0.14% 61
2023
Q1 		$229K Buy
14,331
+531
+4% +$8.3K 0.13% 66
2022
Q4 		$206K Buy
+13,800
New +$207K 0.13% 72
2022
Q3 		– Sell
-13,800
Closed -$203K – 85
2022
Q2 		$203K Hold
13,800
– – 0.16% 83
2022
Q1 		$246K Hold
13,800
– – 0.19% 74
2021
Q4 		$260K Buy
+13,800
New +$254K 0.23% 65

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