OPWM
Oakwell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
44,173
| – | – | 0.24% | 38 |
|
|
2025
Q1 | $951K | Sell |
44,173
-3,782
| -8% | -$81.4K | 0.26% | 34 |
|
|
2024
Q4 | $1.09M | Buy |
47,955
+31,969
| +200% | +$726K | 0.31% | 33 |
|
|
2024
Q3 | $1.06M | Sell |
15,986
-1,615
| -9% | -$107K | 0.31% | 33 |
|
|
2024
Q2 | $1.11M | Hold |
17,601
| – | – | 0.31% | 34 |
|
|
2024
Q1 | $1.07M | Sell |
17,601
-56
| -0.3% | -$3.42K | 0.33% | 34 |
|
|
2023
Q4 | $983K | Sell |
17,657
-1,076
| -6% | -$59.9K | 0.34% | 31 |
|
|
2023
Q3 | $934K | Buy |
18,733
+14
| +0.1% | +$698 | 0.4% | 32 |
|
|
2023
Q2 | $968K | Sell |
18,719
-118
| -0.6% | -$6.1K | 0.4% | 31 |
|
|
2023
Q1 | $901K | Sell |
18,837
-15
| -0.1% | -$718 | 0.41% | 33 |
|
|
2022
Q4 | $845K | Sell |
18,852
-630
| -3% | -$28.2K | 0.4% | 32 |
|
|
2022
Q3 | $818K | Sell |
19,482
-376
| -2% | -$15.8K | 0.45% | 31 |
|
|
2022
Q2 | $878K | Sell |
19,858
-124
| -0.6% | -$5.48K | 0.5% | 28 |
|
|
2022
Q1 | $1.07M | Buy |
19,982
+9,889
| +98% | +$528K | 0.54% | 26 |
|
|
2021
Q4 | $1.14M | Sell |
10,093
-99
| -1% | -$11.2K | 0.57% | 24 |
|
|
2021
Q3 | $1.06M | Sell |
10,192
-1,452
| -12% | -$151K | 0.57% | 23 |
|
|
2021
Q2 | $1.21M | Sell |
11,644
-116
| -1% | -$12.1K | 0.78% | 22 |
|
|
2021
Q1 | $1.14M | Sell |
11,760
-2,102
| -15% | -$203K | 0.81% | 20 |
|
|
2020
Q4 | $1.26M | Buy |
+13,862
| New | +$1.26M | 0.99% | 18 |
|