BWM
BCS 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
Q2 | $3.09M | Sell |
129,450
-352
| -0.3% | -$8.39K | 0.66% | 39 |
|
|
2025
Q1 | $2.8M | Sell |
129,802
-10,886
| -8% | -$234K | 0.72% | 37 |
|
|
2024
Q4 | $3.19M | Buy |
+140,688
| New | +$3.19M | 0.79% | 35 |
|
|
2024
Q2 | – | Sell |
-39,328
| Closed | -$2.4M | – | 204 |
|
|
2024
Q1 | $2.4M | Sell |
39,328
-1,065
| -3% | -$65K | 0.77% | 35 |
|
|
2023
Q4 | $2.25M | Buy |
40,393
+394
| +1% | +$21.9K | 0.83% | 32 |
|
|
2023
Q3 | $1.99M | Buy |
+39,999
| New | +$1.99M | 0.83% | 32 |
|
|
2023
Q2 | – | Sell |
-37,362
| Closed | -$1.79M | – | 150 |
|
|
2023
Q1 | $1.79M | Buy |
37,362
+3,783
| +11% | +$181K | 0.81% | 32 |
|
|
2022
Q4 | $1.51M | Sell |
33,579
-443
| -1% | -$19.9K | 0.63% | 43 |
|
|
2022
Q3 | $1.43M | Buy |
34,022
+310
| +0.9% | +$13K | 0.67% | 37 |
|
|
2022
Q2 | $1.49M | Sell |
33,712
-2,468
| -7% | -$109K | 0.66% | 36 |
|
|
2022
Q1 | $1.93M | Buy |
36,180
+16,356
| +83% | +$873K | 0.8% | 27 |
|
|
2021
Q4 | $2.24M | Buy |
19,824
+849
| +4% | +$95.9K | 0.8% | 27 |
|
|
2021
Q3 | $1.97M | Buy |
18,975
+1,578
| +9% | +$164K | 0.84% | 24 |
|
|
2021
Q2 | $1.81M | Buy |
17,397
+1,213
| +7% | +$126K | 0.96% | 21 |
|
|
2021
Q1 | $1.57M | Buy |
16,184
+1,485
| +10% | +$144K | 0.74% | 29 |
|
|
2020
Q4 | $1.34M | Buy |
14,699
+2,700
| +23% | +$246K | 0.69% | 31 |
|
|
2020
Q3 | $956K | Sell |
11,999
-716
| -6% | -$57K | 0.54% | 41 |
|
|
2020
Q2 | $934K | Buy |
12,715
+792
| +7% | +$58.2K | 0.56% | 41 |
|
|
2020
Q1 | $721K | Buy |
11,923
+3,739
| +46% | +$226K | 0.51% | 43 |
|
|
2019
Q4 | $629K | Buy |
+8,184
| New | +$629K | 0.42% | 49 |
|