GWWM
Great Waters 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 | $2.35M | Sell |
98,650
-3,596
| -4% | -$85.7K | 0.31% | 21 |
|
|
2025
Q1 | $2.2M | Sell |
102,246
-2,696
| -3% | -$58K | 0.31% | 21 |
|
|
2024
Q4 | $2.38M | Buy |
104,942
+69,221
| +194% | +$1.57M | 0.31% | 22 |
|
|
2024
Q3 | $2.38M | Sell |
35,721
-793
| -2% | -$52.8K | 0.32% | 22 |
|
|
2024
Q2 | $2.3M | Sell |
36,514
-1,109
| -3% | -$69.7K | 0.35% | 22 |
|
|
2024
Q1 | $2.3M | Buy |
37,623
+158
| +0.4% | +$9.65K | 0.38% | 23 |
|
|
2023
Q4 | $2.05M | Sell |
37,465
-674
| -2% | -$36.9K | 0.36% | 25 |
|
|
2023
Q3 | $1.91M | Sell |
38,139
-2,376
| -6% | -$119K | 0.38% | 27 |
|
|
2023
Q2 | $2.09M | Sell |
40,515
-502
| -1% | -$26K | 0.42% | 27 |
|
|
2023
Q1 | $1.97M | Sell |
41,017
-587
| -1% | -$28.2K | 0.42% | 28 |
|
|
2022
Q4 | $1.96M | Buy |
+41,604
| New | +$1.96M | 0.42% | 29 |
|