Baldwin Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
16,260
+17
| +0.1% | +$405 | 0.03% | 162 |
|
|
2025
Q1 | $350K | Buy |
16,243
+17
| +0.1% | +$366 | 0.02% | 169 |
|
|
2024
Q4 | $368K | Buy |
16,226
+20
| +0.1% | +$454 | 0.03% | 176 |
|
|
2024
Q3 | $359K | Sell |
16,206
-939
| -5% | -$20.8K | 0.02% | 250 |
|
|
2024
Q2 | $359K | Buy |
17,145
+600
| +4% | +$12.6K | 0.03% | 163 |
|
|
2024
Q1 | $337K | Sell |
16,545
-1,275
| -7% | -$25.9K | 0.03% | 174 |
|
|
2023
Q4 | $331K | Buy |
17,820
+18
| +0.1% | +$334 | 0.03% | 177 |
|
|
2023
Q3 | $296K | Sell |
17,802
-2,634
| -13% | -$43.8K | 0.03% | 196 |
|
|
2023
Q2 | $352K | Buy |
20,436
+18
| +0.1% | +$310 | 0.03% | 195 |
|
|
2023
Q1 | $326K | Sell |
20,418
-1,200
| -6% | -$19.1K | 0.03% | 198 |
|
|
2022
Q4 | $323K | Buy |
+21,618
| New | +$323K | 0.03% | 194 |
|