HWM
HB 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 | $155M | Buy |
6,496,557
+25,680
| +0.4% | +$612K | 1.23% | 13 |
|
|
2025
Q1 | $139M | Sell |
6,470,877
-34,791
| -0.5% | -$749K | 1.17% | 13 |
|
|
2024
Q4 | $148M | Buy |
6,505,668
+4,281,591
| +193% | +$97.2M | 1.51% | 12 |
|
|
2024
Q3 | $148M | Sell |
2,224,077
-15,236
| -0.7% | -$1.01M | 1.59% | 11 |
|
|
2024
Q2 | $141M | Sell |
2,239,313
-31,783
| -1% | -$2M | 1.64% | 11 |
|
|
2024
Q1 | $139M | Sell |
2,271,096
-73,051
| -3% | -$4.46M | 1.74% | 11 |
|
|
2023
Q4 | $130M | Sell |
2,344,147
-765
| -0% | -$42.6K | 1.88% | 11 |
|
|
2023
Q3 | $117M | Sell |
2,344,912
-43,319
| -2% | -$2.16M | 1.89% | 12 |
|
|
2023
Q2 | $123M | Sell |
2,388,231
-38,635
| -2% | -$2M | 1.97% | 11 |
|
|
2023
Q1 | $116M | Sell |
2,426,866
-298,294
| -11% | -$14.3M | 2.01% | 11 |
|
|
2022
Q4 | $122M | Buy |
2,725,160
+625,929
| +30% | +$28M | 2.22% | 10 |
|
|
2022
Q3 | $88.1M | Sell |
2,099,231
-15,608
| -0.7% | -$655K | 1.87% | 10 |
|
|
2022
Q2 | $93.5M | Buy |
2,114,839
+260,200
| +14% | +$11.5M | 1.92% | 9 |
|
|
2022
Q1 | $99M | Buy |
1,854,639
+992,153
| +115% | +$53M | 1.84% | 10 |
|
|
2021
Q4 | $97.5M | Buy |
+862,486
| New | +$97.5M | 1.96% | 9 |
|