Physician Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
18,102
+175
| +1% | +$4.17K | 0.07% | 109 |
|
|
2025
Q1 | $386K | Buy |
17,927
+245
| +1% | +$5.28K | 0.07% | 111 |
|
|
2024
Q4 | $401K | Sell |
17,682
-48,954
| -73% | -$1.11M | 0.07% | 113 |
|
|
2024
Q3 | $498K | Buy |
66,636
+44,424
| +200% | +$332K | 0.09% | 95 |
|
|
2024
Q2 | $485K | Hold |
22,212
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $433K | Hold |
22,212
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $418K | Sell |
22,212
-1,437
| -6% | -$27K | 0.09% | 95 |
|
|
2023
Q3 | $396K | Sell |
23,649
-1,125
| -5% | -$18.9K | 0.1% | 93 |
|
|
2023
Q2 | $428K | Hold |
24,774
| – | – | 0.11% | 86 |
|
|
2023
Q1 | $399K | Buy |
24,774
+4,200
| +20% | +$67.6K | 0.1% | 90 |
|
|
2022
Q4 | $323K | Hold |
20,574
| – | – | 0.09% | 101 |
|
|
2022
Q3 | $304K | Hold |
20,574
| – | – | 0.09% | 106 |
|
|
2022
Q2 | $331K | Buy |
20,574
+180
| +0.9% | +$2.9K | 0.1% | 103 |
|
|
2022
Q1 | $344K | Sell |
20,394
-11,154
| -35% | -$188K | 0.09% | 110 |
|
|
2021
Q4 | $581K | Buy |
31,548
+192
| +0.6% | +$3.54K | 0.15% | 81 |
|
|
2021
Q3 | $564K | Sell |
31,356
-552
| -2% | -$9.93K | 0.16% | 82 |
|
|
2021
Q2 | $560K | Hold |
31,908
| – | – | 0.16% | 80 |
|
|
2021
Q1 | $527K | Sell |
31,908
-180
| -0.6% | -$2.97K | 0.17% | 79 |
|
|
2020
Q4 | $514K | Sell |
32,088
-5,910
| -16% | -$94.7K | 0.17% | 76 |
|
|
2020
Q3 | $500K | Sell |
37,998
-3,366
| -8% | -$44.3K | 0.2% | 67 |
|
|
2020
Q2 | $551K | Buy |
41,364
+4,140
| +11% | +$55.1K | 0.22% | 65 |
|
|
2020
Q1 | $406K | Sell |
37,224
-26,298
| -41% | -$287K | 0.2% | 65 |
|
|
2019
Q4 | $829K | Sell |
63,522
-17,526
| -22% | -$229K | 0.37% | 39 |
|
|
2019
Q3 | $1.01M | Buy |
+81,048
| New | +$1.01M | 0.5% | 36 |
|