KL
KWMG LLC’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 | – | Sell |
-67,122
| Closed | -$1.45M | – | 149 |
|
|
2025
Q1 | $1.45M | Buy |
+67,122
| New | +$1.45M | 0.15% | 99 |
|
|
2019
Q2 | – | Sell |
-485
| Closed | -$33K | – | 370 |
|
|
2019
Q1 | $33K | Buy |
485
+3
| +0.6% | +$204 | 0.01% | 196 |
|
|
2018
Q4 | $29K | Buy |
482
+5
| +1% | +$301 | 0.01% | 201 |
|
|
2018
Q3 | $34K | Buy |
+477
| New | +$34K | 0.01% | 192 |
|