MWA
Muirfield 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 | $742K | Sell |
31,158
-9,677
| -24% | -$231K | 0.59% | 37 |
|
|
2025
Q1 | $879K | Sell |
40,835
-615
| -1% | -$13.2K | 0.75% | 29 |
|
|
2024
Q4 | $941K | Buy |
41,450
+27,690
| +201% | +$629K | 0.78% | 31 |
|
|
2024
Q3 | $915K | Buy |
13,760
+102
| +0.7% | +$6.79K | 0.78% | 35 |
|
|
2024
Q2 | $859K | Sell |
13,658
-276
| -2% | -$17.4K | 0.81% | 33 |
|
|
2024
Q1 | $851K | Sell |
13,934
-629
| -4% | -$38.4K | 0.82% | 34 |
|
|
2023
Q4 | $811K | Buy |
+14,563
| New | +$811K | 0.86% | 29 |
|