CWM
Cahill 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
Q1 | $1.19M | Buy |
55,453
+169
| +0.3% | +$3.64K | 0.61% | 23 |
|
|
2024
Q4 | $1.25M | Buy |
55,284
+36,921
| +201% | +$838K | 0.64% | 24 |
|
|
2024
Q3 | $1.22M | Sell |
18,363
-4,387
| -19% | -$292K | 0.63% | 23 |
|
|
2024
Q2 | $1.46M | Buy |
22,750
+5,627
| +33% | +$361K | 0.87% | 20 |
|
|
2024
Q1 | $1.05M | Buy |
17,123
+53
| +0.3% | +$3.24K | 0.61% | 22 |
|
|
2023
Q4 | $950K | Buy |
17,070
+71
| +0.4% | +$3.95K | 0.64% | 22 |
|
|
2023
Q3 | $847K | Sell |
16,999
-60
| -0.4% | -$2.99K | 0.65% | 22 |
|
|
2023
Q2 | $882K | Buy |
17,059
+63
| +0.4% | +$3.26K | 0.61% | 25 |
|
|
2023
Q1 | $813K | Sell |
16,996
-3,900
| -19% | -$187K | 0.6% | 25 |
|
|
2022
Q4 | $1.02M | Sell |
20,896
-414
| -2% | -$20.1K | 0.74% | 22 |
|
|
2022
Q3 | $894K | Buy |
21,310
+79
| +0.4% | +$3.31K | 0.8% | 20 |
|
|
2022
Q2 | $938K | Buy |
21,231
+73
| +0.3% | +$3.23K | 0.79% | 20 |
|
|
2022
Q1 | $1.13M | Buy |
+21,158
| New | +$1.13M | 0.84% | 16 |
|