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Baldwin Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Baldwin Wealth Partners’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 		$311K Hold
10,750
– – 0.02% 187
2026
Q1 		$270K Sell
10,750
-1
-0% -$26 0.02% 192
2025
Q4 		$282K Sell
10,751
-5,509
-34% -$143K 0.02% 208
2025
Q3 		$418K Hold
16,260
– – 0.03% 161
2025
Q2 		$387K Buy
16,260
+17
+0.1% +$374 0.03% 162
2025
Q1 		$350K Buy
16,243
+17
+0.1% +$387 0.02% 169
2024
Q4 		$368K Buy
16,226
+20
+0.1% +$457 0.03% 176
2024
Q3 		$359K Sell
16,206
-939
-5% -$20K 0.02% 250
2024
Q2 		$359K Buy
17,145
+600
+4% +$12.2K 0.03% 163
2024
Q1 		$337K Sell
16,545
-1,275
-7% -$24.7K 0.03% 174
2023
Q4 		$331K Buy
17,820
+18
+0.1% +$311 0.03% 177
2023
Q3 		$296K Sell
17,802
-2,634
-13% -$45.6K 0.03% 196
2023
Q2 		$352K Buy
20,436
+18
+0.1% +$293 0.03% 195
2023
Q1 		$326K Sell
20,418
-1,200
-6% -$18.8K 0.03% 198
2022
Q4 		$323K Buy
+21,618
New +$325K 0.03% 194

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