MWA
Moser Wealth Advisors’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 | $45.3K | Buy |
1,900
+3
| +0.2% | +$71 | 0.02% | 110 |
|
|
2025
Q1 | $40.8K | Buy |
1,897
+246
| +15% | +$5.3K | 0.02% | 108 |
|
|
2024
Q4 | $37.5K | Buy |
1,651
+1,102
| +201% | +$25K | 0.02% | 97 |
|
|
2024
Q3 | $36.5K | Buy |
549
+2
| +0.4% | +$133 | 0.02% | 98 |
|
|
2024
Q2 | $34.4K | Hold |
547
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $33.4K | Buy |
547
+1
| +0.2% | +$61 | 0.02% | 101 |
|
|
2023
Q4 | $30.4K | Buy |
546
+2
| +0.4% | +$111 | 0.02% | 99 |
|
|
2023
Q3 | $27.1K | Buy |
544
+1
| +0.2% | +$50 | 0.02% | 94 |
|
|
2023
Q2 | $28.1K | Buy |
+543
| New | +$28.1K | 0.02% | 95 |
|
|
2022
Q4 | $24.2K | Buy |
541
+2
| +0.4% | +$90 | 0.02% | 95 |
|
|
2022
Q3 | $23K | Sell |
539
-1,789
| -77% | -$76.3K | 0.02% | 99 |
|
|
2022
Q2 | $103K | Buy |
2,328
+1
| +0% | +$44 | 0.08% | 76 |
|
|
2022
Q1 | $124K | Buy |
2,327
+1,163
| +100% | +$62K | 0.08% | 75 |
|
|
2021
Q4 | $132K | Buy |
1,164
+1
| +0.1% | +$113 | 0.08% | 75 |
|
|
2021
Q3 | $121K | Buy |
1,163
+1
| +0.1% | +$104 | 0.08% | 77 |
|
|
2021
Q2 | $121K | Hold |
1,162
| – | – | 0.08% | 78 |
|
|
2021
Q1 | $112K | Hold |
1,162
| – | – | 0.08% | 79 |
|
|
2020
Q4 | $106K | Buy |
1,162
+1
| +0.1% | +$91 | 0.08% | 73 |
|
|
2020
Q3 | $92K | Buy |
1,161
+1
| +0.1% | +$79 | 0.07% | 71 |
|
|
2020
Q2 | $85K | Buy |
1,160
+1
| +0.1% | +$73 | 0.08% | 66 |
|
|
2020
Q1 | $70K | Buy |
1,159
+1,001
| +634% | +$60.5K | 0.08% | 68 |
|
|
2019
Q4 | $12K | Buy |
+158
| New | +$12K | 0.01% | 123 |
|