BWM
Benchmark 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 | $4.7M | Sell |
197,131
-43
| -0% | -$1.03K | 2.09% | 13 |
|
|
2025
Q1 | $4.25M | Sell |
197,174
-2,485
| -1% | -$53.5K | 2.05% | 14 |
|
|
2024
Q4 | $4.53M | Buy |
199,659
+138,517
| +227% | +$3.14M | 2.23% | 13 |
|
|
2024
Q3 | $4.07M | Buy |
61,142
+3,313
| +6% | +$220K | 2.01% | 14 |
|
|
2024
Q2 | $3.64M | Buy |
57,829
+138
| +0.2% | +$8.68K | 1.94% | 14 |
|
|
2024
Q1 | $3.52M | Buy |
57,691
+5,038
| +10% | +$308K | 1.92% | 14 |
|
|
2023
Q4 | $2.93M | Buy |
52,653
+6,114
| +13% | +$340K | 1.73% | 14 |
|
|
2023
Q3 | $2.32M | Buy |
46,539
+403
| +0.9% | +$20.1K | 1.48% | 16 |
|
|
2023
Q2 | $2.39M | Hold |
46,136
| – | – | 1.44% | 16 |
|
|
2023
Q1 | $2.22M | Buy |
46,136
+1
| +0% | +$48 | 1.41% | 17 |
|
|
2022
Q4 | $2.07M | Buy |
46,135
+10,045
| +28% | +$450K | 1.49% | 13 |
|
|
2022
Q3 | $1.52M | Hold |
36,090
| – | – | 1.19% | 14 |
|
|
2022
Q2 | $1.6M | Hold |
36,090
| – | – | 1.17% | 14 |
|
|
2022
Q1 | $1.93M | Buy |
36,090
+18,427
| +104% | +$984K | 1.3% | 12 |
|
|
2021
Q4 | $2M | Buy |
17,663
+451
| +3% | +$51K | 1.29% | 12 |
|
|
2021
Q3 | $1.79M | Hold |
17,212
| – | – | 1.26% | 12 |
|
|
2021
Q2 | $1.8M | Hold |
17,212
| – | – | 1.23% | 12 |
|
|
2021
Q1 | $1.67M | Hold |
17,212
| – | – | 1.24% | 12 |
|
|
2020
Q4 | $1.57M | Hold |
17,212
| – | – | 1.19% | 12 |
|
|
2020
Q3 | $1.37M | Hold |
17,212
| – | – | 1.08% | 12 |
|
|
2020
Q2 | $1.27M | Hold |
17,212
| – | – | 1.08% | 12 |
|
|
2020
Q1 | $1.04M | Hold |
17,212
| – | – | 1.04% | 12 |
|
|
2019
Q4 | $1.32M | Buy |
+17,212
| New | +$1.32M | 1.14% | 12 |
|