EWM
Empirical 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 | $2.86M | Sell |
120,000
-1,082
| -0.9% | -$25.8K | 0.06% | 185 |
|
|
2025
Q1 | $2.61M | Buy |
121,082
+27,563
| +29% | +$593K | 0.07% | 180 |
|
|
2024
Q4 | $2.12M | Buy |
93,519
+62,345
| +200% | +$1.42M | 0.06% | 189 |
|
|
2024
Q3 | $2.07M | Buy |
31,174
+480
| +2% | +$31.9K | 0.06% | 181 |
|
|
2024
Q2 | $1.93M | Sell |
30,694
-2,484
| -7% | -$156K | 0.06% | 186 |
|
|
2024
Q1 | $2.03M | Sell |
33,178
-2,411
| -7% | -$147K | 0.06% | 178 |
|
|
2023
Q4 | $1.98M | Sell |
35,589
-2,268
| -6% | -$126K | 0.07% | 166 |
|
|
2023
Q3 | $1.89M | Sell |
37,857
-7,818
| -17% | -$390K | 0.07% | 161 |
|
|
2023
Q2 | $2.36M | Buy |
45,675
+6,288
| +16% | +$325K | 0.1% | 141 |
|
|
2023
Q1 | $1.88M | Sell |
39,387
-768
| -2% | -$36.7K | 0.08% | 148 |
|
|
2022
Q4 | $1.8M | Sell |
40,155
-2,125
| -5% | -$95.2K | 0.08% | 147 |
|
|
2022
Q3 | $1.78M | Sell |
42,280
-1,873
| -4% | -$78.6K | 0.09% | 135 |
|
|
2022
Q2 | $1.95M | Buy |
44,153
+7,540
| +21% | +$333K | 0.1% | 130 |
|
|
2022
Q1 | $1.96M | Buy |
36,613
+17,689
| +93% | +$945K | 0.1% | 138 |
|
|
2021
Q4 | $2.14M | Buy |
18,924
+1,438
| +8% | +$163K | 0.11% | 125 |
|
|
2021
Q3 | $1.82M | Sell |
17,486
-963
| -5% | -$100K | 0.1% | 123 |
|
|
2021
Q2 | $1.92M | Buy |
18,449
+1,119
| +6% | +$117K | 0.12% | 115 |
|
|
2021
Q1 | $1.68M | Buy |
17,330
+1,010
| +6% | +$97.7K | 0.13% | 114 |
|
|
2020
Q4 | $1.49M | Buy |
16,320
+13
| +0.1% | +$1.18K | 0.11% | 121 |
|
|
2020
Q3 | $1.3M | Buy |
16,307
+1,284
| +9% | +$102K | 0.11% | 122 |
|
|
2020
Q2 | $1.1M | Sell |
15,023
-1,632
| -10% | -$120K | 0.1% | 120 |
|
|
2020
Q1 | $1.01M | Buy |
16,655
+867
| +5% | +$52.4K | 0.11% | 112 |
|
|
2019
Q4 | $1.21M | Sell |
15,788
-1,250
| -7% | -$96.1K | 0.13% | 107 |
|
|
2019
Q3 | $1.21M | Sell |
17,038
-738
| -4% | -$52.4K | 0.15% | 101 |
|
|
2019
Q2 | $1.25M | Buy |
17,776
+2,119
| +14% | +$149K | 0.16% | 91 |
|
|
2019
Q1 | $1.07M | Sell |
15,657
-1,567
| -9% | -$107K | 0.15% | 81 |
|
|
2018
Q4 | $1.03M | Buy |
17,224
+13,933
| +423% | +$835K | 0.18% | 70 |
|
|
2018
Q3 | $232K | Sell |
3,291
-1,170
| -26% | -$82.5K | 0.04% | 188 |
|
|
2018
Q2 | $294K | Buy |
4,461
+1,176
| +36% | +$77.5K | 0.06% | 152 |
|
|
2018
Q1 | $210K | Buy |
3,285
+5
| +0.2% | +$320 | 0.04% | 160 |
|
|
2017
Q4 | $212K | Sell |
3,280
-54
| -2% | -$3.49K | 0.05% | 143 |
|
|
2017
Q3 | $203K | Buy |
+3,334
| New | +$203K | 0.05% | 137 |
|