LWM
Liberty 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 | $326K | Buy |
13,700
+29
| +0.2% | +$691 | 0.05% | 164 |
|
|
2025
Q1 | $294K | Sell |
13,671
-18,493
| -57% | -$398K | 0.06% | 121 |
|
|
2024
Q4 | $730K | Buy |
32,164
+27,629
| +609% | +$627K | 0.12% | 93 |
|
|
2024
Q3 | $302K | Sell |
4,535
-64,609
| -93% | -$4.3M | 0.05% | 158 |
|
|
2024
Q2 | $348K | Buy |
69,144
+63,880
| +1,214% | +$322K | 0.06% | 136 |
|
|
2024
Q1 | $321K | Buy |
5,264
+760
| +17% | +$46.3K | 0.06% | 140 |
|
|
2023
Q4 | $251K | Sell |
4,504
-736
| -14% | -$41K | 0.05% | 144 |
|
|
2023
Q3 | $261K | Buy |
5,240
+47
| +0.9% | +$2.34K | 0.07% | 144 |
|
|
2023
Q2 | $268K | Sell |
5,193
-8,238
| -61% | -$426K | 0.07% | 148 |
|
|
2023
Q1 | $630K | Buy |
+13,431
| New | +$630K | 0.13% | 99 |
|
|
2022
Q2 | – | Sell |
-5,281
| Closed | -$281K | – | 168 |
|
|
2022
Q1 | $281K | Buy |
+5,281
| New | +$281K | 0.1% | 115 |
|
|
2021
Q4 | – | Sell |
-2,627
| Closed | -$273K | – | 123 |
|
|
2021
Q3 | $273K | Buy |
2,627
+6
| +0.2% | +$624 | 0.1% | 127 |
|
|
2021
Q2 | $273K | Buy |
2,621
+839
| +47% | +$87.4K | 0.11% | 106 |
|
|
2021
Q1 | $164K | Hold |
1,782
| – | – | 0.08% | 130 |
|
|
2020
Q4 | $164K | Buy |
1,782
+5
| +0.3% | +$460 | 0.08% | 129 |
|
|
2020
Q3 | $142K | Buy |
1,777
+833
| +88% | +$66.6K | 0.08% | 124 |
|
|
2020
Q2 | $69K | Buy |
944
+2
| +0.2% | +$146 | 0.05% | 188 |
|
|
2020
Q1 | $57K | Buy |
942
+2
| +0.2% | +$121 | 0.05% | 203 |
|
|
2019
Q4 | $72K | Sell |
940
-1,565
| -62% | -$120K | 0.06% | 199 |
|
|
2019
Q3 | $178K | Buy |
2,505
+1,937
| +341% | +$138K | 0.17% | 103 |
|
|
2019
Q2 | $40K | Hold |
568
| – | – | 0.04% | 282 |
|
|
2019
Q1 | $38K | Hold |
568
| – | – | 0.03% | 239 |
|
|
2018
Q4 | $34K | Buy |
+568
| New | +$34K | 0.03% | 241 |
|