LWM
Lakeridge 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 | $445K | Sell |
18,672
-1,730
| -8% | -$41.2K | 0.2% | 90 |
|
|
2025
Q1 | $439K | Sell |
20,402
-289
| -1% | -$6.22K | 0.22% | 91 |
|
|
2024
Q4 | $470K | Buy |
20,691
+13,794
| +200% | +$313K | 0.24% | 81 |
|
|
2024
Q3 | $459K | Sell |
6,897
-16
| -0.2% | -$1.06K | 0.25% | 79 |
|
|
2024
Q2 | $435K | Sell |
6,913
-567
| -8% | -$35.6K | 0.26% | 76 |
|
|
2024
Q1 | $457K | Sell |
7,480
-132
| -2% | -$8.06K | 0.3% | 67 |
|
|
2023
Q4 | $424K | Buy |
+7,612
| New | +$424K | 0.31% | 65 |
|