Carson Wealth (CWM LLC)’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 | $9.56M | Sell |
401,205
-2,536
| -0.6% | -$60.4K | 0.03% | 396 |
|
|
2025
Q1 | $8.69M | Buy |
403,741
+43,756
| +12% | +$942K | 0.03% | 378 |
|
|
2024
Q4 | $8.17M | Buy |
359,985
+3,543
| +1% | +$80.4K | 0.03% | 361 |
|
|
2024
Q3 | $7.9M | Sell |
356,442
-5,238
| -1% | -$116K | 0.03% | 352 |
|
|
2024
Q2 | $7.58M | Buy |
361,680
+18,681
| +5% | +$392K | 0.04% | 337 |
|
|
2024
Q1 | $6.98M | Buy |
342,999
+29,061
| +9% | +$591K | 0.03% | 354 |
|
|
2023
Q4 | $5.83M | Buy |
313,938
+28,506
| +10% | +$529K | 0.03% | 365 |
|
|
2023
Q3 | $4.74M | Buy |
285,432
+7,014
| +3% | +$117K | 0.03% | 369 |
|
|
2023
Q2 | $4.8M | Buy |
278,418
+81,060
| +41% | +$1.4M | 0.03% | 346 |
|
|
2023
Q1 | $3.15M | Buy |
197,358
+56,109
| +40% | +$895K | 0.02% | 407 |
|
|
2022
Q4 | $2.11M | Sell |
141,249
-39,378
| -22% | -$588K | 0.02% | 436 |
|
|
2022
Q3 | $2.53M | Buy |
180,627
+80,505
| +80% | +$1.13M | 0.02% | 387 |
|
|
2022
Q2 | $1.48M | Buy |
100,122
+2,331
| +2% | +$34.3K | 0.01% | 460 |
|
|
2022
Q1 | $1.74M | Buy |
97,791
+3,723
| +4% | +$66.2K | 0.01% | 428 |
|
|
2021
Q4 | $1.77M | Buy |
+94,068
| New | +$1.77M | 0.01% | 457 |
|
|
2021
Q2 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2021
Q1 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2020
Q4 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2020
Q3 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2020
Q2 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2020
Q1 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2019
Q4 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2019
Q3 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2019
Q2 | $1.47M | Hold |
84,276
| – | – | 0.01% | 499 |
|
|
2019
Q1 | $1.47M | Sell |
84,276
-19,314
| -19% | -$336K | 0.01% | 499 |
|
|
2018
Q4 | $1.04M | Sell |
103,590
-6,486
| -6% | -$64.8K | 0.03% | 373 |
|
|
2018
Q3 | $1.29M | Buy |
110,076
+28,392
| +35% | +$333K | 0.03% | 293 |
|
|
2018
Q2 | $898K | Buy |
81,684
+52,092
| +176% | +$573K | 0.03% | 279 |
|
|
2018
Q1 | $315K | Hold |
29,592
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $318K | Hold |
29,592
| – | – | 0.01% | 304 |
|
|
2017
Q3 | $300K | Sell |
29,592
-35,286
| -54% | -$358K | 0.01% | 292 |
|
|
2017
Q2 | $632K | Hold |
64,878
| – | – | 0.03% | 226 |
|
|
2017
Q1 | $617K | Sell |
64,878
-4,398
| -6% | -$41.8K | 0.03% | 216 |
|
|
2016
Q4 | $626K | Sell |
69,276
-22,578
| -25% | -$204K | 0.04% | 199 |
|
|
2016
Q3 | $801K | Buy |
91,854
+72,402
| +372% | +$631K | 0.06% | 178 |
|
|
2016
Q2 | $163K | Buy |
+19,452
| New | +$163K | 0.01% | 255 |
|