QWM
Quadcap 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 | $298K | Buy |
12,491
+2,550
| +26% | +$60.8K | 0.04% | 319 |
|
|
2025
Q1 | $214K | Buy |
9,941
+9
| +0.1% | +$194 | 0.03% | 352 |
|
|
2024
Q4 | $225K | Buy |
+9,932
| New | +$225K | 0.03% | 342 |
|
|
2024
Q3 | – | Sell |
-3,310
| Closed | -$208K | – | 389 |
|
|
2024
Q2 | $208K | Sell |
3,310
-1
| -0% | -$63 | 0.04% | 361 |
|
|
2024
Q1 | $202K | Buy |
+3,311
| New | +$202K | 0.05% | 313 |
|