CWM
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Connecticut Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Connecticut Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Hold
8,928
– – 0.01% 311
2025
Q4 		$234K Hold
8,928
– – 0.01% 298
2025
Q3 		$230K Hold
8,928
– – 0.01% 304
2025
Q2 		$213K Sell
8,928
-3,168
-26% -$69.8K 0.01% 299
2025
Q1 		$260K Sell
12,096
-63,544
-84% -$1.45M 0.01% 268
2024
Q4 		$1.9M Buy
75,640
+61,336
+429% +$1.4M 0.09% 85
2024
Q3 		$317K Hold
14,304
– – 0.02% 261
2024
Q2 		$300K Buy
14,304
+939
+7% +$19K 0.02% 264
2024
Q1 		$272K Sell
13,365
-591
-4% -$11.4K 0.01% 276
2023
Q4 		$259K Sell
13,956
-231
-2% -$3.99K 0.01% 278
2023
Q3 		$236K Sell
14,187
-678
-5% -$11.7K 0.02% 263
2023
Q2 		$256K Buy
14,865
+3
+0% +$49 0.02% 223
2023
Q1 		$237K Buy
+14,862
New +$232K 0.02% 222

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SCM
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SG
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EK
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HCM
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