BAWC
Boyce & Associates Wealth Consulting’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 | $266K | Sell |
11,147
-1,261
| -10% | -$30.1K | 0.24% | 60 |
|
|
2025
Q1 | $267K | Buy |
12,408
+119
| +1% | +$2.56K | 0.27% | 55 |
|
|
2024
Q4 | $279K | Buy |
12,289
+8,000
| +187% | +$182K | 0.28% | 56 |
|
|
2024
Q3 | $285K | Buy |
4,289
+2
| +0% | +$133 | 0.3% | 53 |
|
|
2024
Q2 | $270K | Sell |
4,287
-384
| -8% | -$24.1K | 0.32% | 55 |
|
|
2024
Q1 | $285K | Sell |
4,671
-106
| -2% | -$6.47K | 0.37% | 48 |
|
|
2023
Q4 | $266K | Buy |
4,777
+2
| +0% | +$111 | 0.39% | 45 |
|
|
2023
Q3 | $238K | Buy |
4,775
+1
| +0% | +$50 | 0.4% | 42 |
|
|
2023
Q2 | $247K | Sell |
4,774
-279
| -6% | -$14.4K | 0.41% | 40 |
|
|
2023
Q1 | $241K | Buy |
5,053
+1
| +0% | +$48 | 0.43% | 41 |
|
|
2022
Q4 | $226K | Sell |
5,052
-142
| -3% | -$6.36K | 0.43% | 38 |
|
|
2022
Q3 | $218K | Buy |
5,194
+1
| +0% | +$42 | 0.45% | 38 |
|
|
2022
Q2 | $229K | Sell |
5,193
-120
| -2% | -$5.29K | 0.42% | 40 |
|
|
2022
Q1 | $284K | Buy |
+5,313
| New | +$284K | 0.42% | 43 |
|