KWM
Kingsview 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 | $258K | Buy |
+10,841
| New | +$258K | ﹤0.01% | 1002 |
|
|
2025
Q1 | – | Sell |
-11,031
| Closed | -$250K | – | 1171 |
|
|
2024
Q4 | $250K | Buy |
11,031
+7,604
| +222% | +$173K | ﹤0.01% | 972 |
|
|
2024
Q3 | $228K | Buy |
3,427
+126
| +4% | +$8.38K | ﹤0.01% | 984 |
|
|
2024
Q2 | $208K | Sell |
3,301
-9
| -0.3% | -$566 | ﹤0.01% | 976 |
|
|
2024
Q1 | $202K | Buy |
+3,310
| New | +$202K | 0.01% | 968 |
|
|
2019
Q4 | – | Sell |
-11,942
| Closed | -$848K | – | 483 |
|
|
2019
Q3 | $848K | Buy |
11,942
+268
| +2% | +$19K | 0.13% | 177 |
|
|
2019
Q2 | $823K | Sell |
11,674
-10,725
| -48% | -$756K | 0.14% | 175 |
|
|
2019
Q1 | $1.52M | Buy |
22,399
+8,819
| +65% | +$600K | 0.23% | 123 |
|
|
2018
Q4 | $814K | Buy |
13,580
+1,622
| +14% | +$97.2K | 0.18% | 154 |
|
|
2018
Q3 | $842K | Sell |
11,958
-419
| -3% | -$29.5K | 0.17% | 163 |
|
|
2018
Q2 | $817K | Sell |
12,377
-7
| -0.1% | -$462 | 0.2% | 143 |
|
|
2018
Q1 | $790K | Buy |
12,384
+1,548
| +14% | +$98.8K | 0.2% | 143 |
|
|
2017
Q4 | $699K | Sell |
10,836
-772
| -7% | -$49.8K | 0.25% | 126 |
|
|
2017
Q3 | $707K | Sell |
11,608
-3,570
| -24% | -$217K | 0.31% | 96 |
|
|
2017
Q2 | $887K | Buy |
15,178
+4,011
| +36% | +$234K | 0.46% | 65 |
|
|
2017
Q1 | $637K | Buy |
+11,167
| New | +$637K | 0.38% | 94 |
|