BWM
Blossom 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 | $1.62M | Buy |
68,052
+1,475
| +2% | +$35.1K | 2.87% | 6 |
|
|
2025
Q1 | $1.43M | Sell |
66,577
-1,371
| -2% | -$29.5K | 2.88% | 7 |
|
|
2024
Q4 | $1.54M | Buy |
67,948
+41,673
| +159% | +$946K | 2.97% | 5 |
|
|
2024
Q3 | $1.75M | Buy |
26,275
+806
| +3% | +$53.6K | 3.52% | 5 |
|
|
2024
Q2 | $1.6M | Buy |
25,469
+1,313
| +5% | +$82.6K | 3.49% | 5 |
|
|
2024
Q1 | $1.47M | Buy |
24,156
+71
| +0.3% | +$4.34K | 3.55% | 5 |
|
|
2023
Q4 | $1.34M | Sell |
24,085
-5,718
| -19% | -$318K | 3.62% | 5 |
|
|
2023
Q3 | $1.49M | Buy |
29,803
+198
| +0.7% | +$9.87K | 4.76% | 3 |
|
|
2023
Q2 | $1.53M | Buy |
29,605
+1,562
| +6% | +$80.8K | 5.6% | 1 |
|
|
2023
Q1 | $1.34M | Buy |
28,043
+2,953
| +12% | +$141K | 5.46% | 2 |
|
|
2022
Q4 | $1.12M | Buy |
25,090
+3,904
| +18% | +$175K | 5.43% | 2 |
|
|
2022
Q3 | $890K | Sell |
21,186
-17
| -0.1% | -$714 | 5.01% | 5 |
|
|
2022
Q2 | $937K | Buy |
21,203
+559
| +3% | +$24.7K | 4.74% | 5 |
|
|
2022
Q1 | $1.1M | Buy |
20,644
+10,410
| +102% | +$556K | 4.97% | 3 |
|
|
2021
Q4 | $1.16M | Sell |
10,234
-2,188
| -18% | -$247K | 5.7% | 2 |
|
|
2021
Q3 | $1.29M | Buy |
12,422
+1,298
| +12% | +$135K | 7.67% | 1 |
|
|
2021
Q2 | $1.16M | Buy |
11,124
+1,433
| +15% | +$149K | 8.73% | 1 |
|
|
2021
Q1 | $937K | Buy |
9,691
+1,896
| +24% | +$183K | 10.89% | 1 |
|
|
2020
Q4 | $709K | Buy |
+7,795
| New | +$709K | 15.85% | 2 |
|