Madison Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.14M | Sell |
128,805
-2,355
| -2% | -$39.1K | 0.45% | 72 |
|
|
2023
Q2 | $2.26M | Sell |
131,160
-750
| -0.6% | -$12.9K | 0.46% | 70 |
|
|
2023
Q1 | $2.1M | Sell |
131,910
-690
| -0.5% | -$11K | 0.46% | 70 |
|
|
2022
Q4 | $1.98M | Sell |
132,600
-1,695
| -1% | -$25.3K | 0.45% | 68 |
|
|
2022
Q3 | $1.88M | Hold |
134,295
| – | – | 0.46% | 64 |
|
|
2022
Q2 | $1.98M | Hold |
134,295
| – | – | 0.48% | 59 |
|
|
2022
Q1 | $2.39M | Sell |
134,295
-453
| -0.3% | -$8.06K | 0.5% | 55 |
|
|
2021
Q4 | $2.54M | Sell |
134,748
-5,010
| -4% | -$94.4K | 0.51% | 54 |
|
|
2021
Q3 | $2.42M | Sell |
139,758
-2,040
| -1% | -$35.3K | 0.53% | 49 |
|
|
2021
Q2 | $2.46M | Hold |
141,798
| – | – | 0.54% | 51 |
|
|
2021
Q1 | $2.29M | Hold |
141,798
| – | – | 0.56% | 45 |
|
|
2020
Q4 | $2.15M | Hold |
141,798
| – | – | 0.57% | 45 |
|
|
2020
Q3 | $1.88M | Hold |
141,798
| – | – | 0.56% | 47 |
|
|
2020
Q2 | $1.74M | Buy |
141,798
+23,490
| +20% | +$288K | 0.57% | 45 |
|
|
2020
Q1 | $1.19M | Buy |
118,308
+21,450
| +22% | +$216K | 0.48% | 52 |
|
|
2019
Q4 | $1.24M | Buy |
+96,858
| New | +$1.24M | 0.36% | 59 |
|