Carson Wealth (CWM LLC)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.5M | Buy |
1,693,122
+44,348
| +3% | +$1.16M | 0.11% | 172 |
|
|
2025
Q4 | $43.2M | Buy |
1,648,774
+1,241,374
| +305% | +$32.3M | 0.12% | 162 |
|
|
2025
Q3 | $10.5M | Buy |
407,400
+6,195
| +2% | +$153K | 0.03% | 454 |
|
|
2025
Q2 | $9.56M | Sell |
401,205
-2,536
| -0.6% | -$55.9K | 0.03% | 396 |
|
|
2025
Q1 | $8.69M | Buy |
403,741
+43,756
| +12% | +$995K | 0.03% | 378 |
|
|
2024
Q4 | $8.17M | Buy |
359,985
+3,543
| +1% | +$80.9K | 0.03% | 361 |
|
|
2024
Q3 | $7.9M | Sell |
356,442
-5,238
| -1% | -$112K | 0.03% | 353 |
|
|
2024
Q2 | $7.58M | Buy |
361,680
+18,681
| +5% | +$378K | 0.04% | 338 |
|
|
2024
Q1 | $6.98M | Buy |
342,999
+29,061
| +9% | +$562K | 0.03% | 355 |
|
|
2023
Q4 | $5.83M | Buy |
313,938
+28,506
| +10% | +$492K | 0.03% | 366 |
|
|
2023
Q3 | $4.74M | Buy |
285,432
+7,014
| +3% | +$121K | 0.03% | 370 |
|
|
2023
Q2 | $4.8M | Buy |
278,418
+81,060
| +41% | +$1.32M | 0.03% | 347 |
|
|
2023
Q1 | $3.15M | Buy |
197,358
+56,109
| +40% | +$877K | 0.02% | 408 |
|
|
2022
Q4 | $2.11M | Sell |
141,249
-39,378
| -22% | -$592K | 0.02% | 438 |
|
|
2022
Q3 | $2.53M | Buy |
180,627
+80,505
| +80% | +$1.25M | 0.02% | 388 |
|
|
2022
Q2 | $1.48M | Buy |
100,122
+2,331
| +2% | +$37.4K | 0.01% | 461 |
|
|
2022
Q1 | $1.74M | Buy |
97,791
+3,723
| +4% | +$65.4K | 0.01% | 429 |
|
|
2021
Q4 | $1.77M | Buy |
+94,068
| New | +$1.73M | 0.01% | 458 |
|
|
2021
Q2 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2021
Q1 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2020
Q4 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2020
Q3 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2020
Q2 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2020
Q1 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2019
Q4 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2019
Q3 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2019
Q2 | $1.47M | Hold |
84,276
| – | – | 0.01% | 500 |
|
|
2019
Q1 | $1.47M | Sell |
84,276
-19,314
| -19% | -$211K | 0.01% | 500 |
|
|
2018
Q4 | $1.03M | Sell |
103,590
-6,486
| -6% | -$70.1K | 0.03% | 374 |
|
|
2018
Q3 | $1.29M | Buy |
110,076
+28,392
| +35% | +$327K | 0.03% | 294 |
|
|
2018
Q2 | $898K | Buy |
81,684
+52,092
| +176% | +$570K | 0.03% | 280 |
|
|
2018
Q1 | $315K | Hold |
29,592
| – | – | 0.01% | 324 |
|
|
2017
Q4 | $318K | Hold |
29,592
| – | – | 0.01% | 305 |
|
|
2017
Q3 | $300K | Sell |
29,592
-35,286
| -54% | -$350K | 0.01% | 293 |
|
|
2017
Q2 | $632K | Hold |
64,878
| – | – | 0.03% | 227 |
|
|
2017
Q1 | $617K | Sell |
64,878
-4,398
| -6% | -$41.3K | 0.03% | 217 |
|
|
2016
Q4 | $626K | Sell |
69,276
-22,578
| -25% | -$199K | 0.04% | 200 |
|
|
2016
Q3 | $801K | Buy |
91,854
+72,402
| +372% | +$629K | 0.06% | 179 |
|
|
2016
Q2 | $163K | Buy |
+19,452
| New | +$161K | 0.01% | 256 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM