DWM
Diversify 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
Q2 | $974K | Sell |
39,311
-2,549
| -6% | -$63.2K | 0.06% | 274 |
|
|
2025
Q1 | $894K | Sell |
41,860
-4,356
| -9% | -$93K | 0.07% | 259 |
|
|
2024
Q4 | $1.04M | Sell |
46,216
-4,734
| -9% | -$107K | 0.08% | 214 |
|
|
2024
Q3 | $1.14M | Buy |
50,950
+31,392
| +161% | +$701K | 0.11% | 183 |
|
|
2024
Q2 | $1.17M | Buy |
+19,558
| New | +$1.17M | 0.15% | 149 |
|