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NWAM LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

NWAM LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$445K Buy
17,729
+8
+0% +$210 0.03% 427
2025
Q4 		$468K Sell
17,721
-3,428
-16% -$89.2K 0.03% 404
2025
Q3 		$545K Sell
21,149
-151
-0.7% -$3.74K 0.03% 392
2025
Q2 		$511K Buy
21,300
+2,345
+12% +$51.7K 0.03% 389
2025
Q1 		$408K Sell
18,955
-4,088
-18% -$93K 0.04% 356
2024
Q4 		$523K Sell
23,043
-2,010
-8% -$45.9K 0.03% 371
2024
Q3 		$556K Buy
+25,053
New +$535K 0.03% 361
2024
Q2 		– Sell
-21,612
Closed -$438K – 440
2024
Q1 		$438K Buy
+21,612
New +$418K 0.04% 359
2023
Q1 		– Sell
-15,162
Closed -$227K – 535
2022
Q4 		$227K Buy
+15,162
New +$228K 0.02% 468
2022
Q3 		– Sell
-15,039
Closed -$224K – 525
2022
Q2 		$224K Sell
15,039
-6,633
-31% -$106K 0.02% 466
2022
Q1 		$386K Buy
+21,672
New +$380K 0.03% 365

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