MWM
MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,553
| Closed | -$69.6K | – | 540 |
|
|
2022
Q4 | $69.6K | Buy |
+1,553
| New | +$69.6K | 0.03% | 156 |
|
|
2020
Q1 | – | Sell |
-28,210
| Closed | -$2.17M | – | 108 |
|
|
2019
Q4 | $2.17M | Buy |
28,210
+702
| +3% | +$54K | 1.21% | 22 |
|
|
2019
Q3 | $1.95M | Sell |
27,508
-19,652
| -42% | -$1.4M | 1.32% | 22 |
|
|
2019
Q2 | $3.35M | Buy |
47,160
+2,709
| +6% | +$192K | 2.34% | 17 |
|
|
2019
Q1 | $3.06M | Buy |
+44,451
| New | +$3.06M | 2.3% | 16 |
|
|
2018
Q4 | – | Sell |
-42,723
| Closed | -$3.01M | – | 435 |
|
|
2018
Q3 | $3.01M | Buy |
42,723
+105
| +0.2% | +$7.4K | 1.99% | 19 |
|
|
2018
Q2 | $2.82M | Sell |
42,618
-111
| -0.3% | -$7.35K | 2.01% | 18 |
|
|
2018
Q1 | $2.73M | Sell |
42,729
-5,622
| -12% | -$359K | 2.12% | 15 |
|
|
2017
Q4 | $3.12M | Buy |
48,351
+2,572
| +6% | +$166K | 2.44% | 15 |
|
|
2017
Q3 | $2.79M | Buy |
45,779
+14
| +0% | +$853 | 2.31% | 16 |
|
|
2017
Q2 | $2.68M | Buy |
45,765
+987
| +2% | +$57.7K | 2.32% | 16 |
|
|
2017
Q1 | $2.56M | Buy |
44,778
+2,119
| +5% | +$121K | 2.3% | 16 |
|
|
2016
Q4 | $2.31M | Buy |
42,659
+1,518
| +4% | +$82.2K | 2.16% | 16 |
|
|
2016
Q3 | $2.15M | Buy |
41,141
+919
| +2% | +$48.1K | 2.02% | 15 |
|
|
2016
Q2 | $2.02M | Buy |
40,222
+13
| +0% | +$654 | 1.91% | 15 |
|
|
2016
Q1 | $1.98M | Buy |
40,209
+3,163
| +9% | +$156K | 1.91% | 15 |
|
|
2015
Q4 | $1.9M | Buy |
+37,046
| New | +$1.9M | 1.77% | 16 |
|