FWM
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Fonville Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Fonville 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 		$1.38M Sell
54,920
-844
-2% -$22.1K 0.26% 59
2025
Q4 		$1.46M Sell
55,764
-3,151
-5% -$82K 0.3% 56
2025
Q3 		$1.51M Sell
58,915
-2,221
-4% -$55K 0.34% 50
2025
Q2 		$1.46M Sell
61,136
-501
-0.8% -$11K 0.37% 49
2025
Q1 		$1.31M Sell
61,637
-2,115
-3% -$48.1K 0.39% 50
2024
Q4 		$1.45M Sell
63,752
-1,054
-2% -$24.1K 0.48% 44
2024
Q3 		$1.44M Sell
64,806
-2,550
-4% -$54.4K 0.5% 45
2024
Q2 		$1.42M Sell
67,356
-1,065
-2% -$21.6K 0.56% 45
2024
Q1 		$1.39M Sell
68,421
-315
-0.5% -$6.09K 0.62% 45
2023
Q4 		$1.28M Buy
+68,736
New +$1.19M 0.68% 45

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