RWA
Redmont 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
Q1 | $425 | Buy |
+20
| New | +$425 | ﹤0.01% | 173 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$439 | – | 257 |
|
|
2024
Q3 | $439 | Hold |
7
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $413 | Hold |
7
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $401 | Buy |
+7
| New | +$401 | ﹤0.01% | 317 |
|
|
2023
Q1 | – | Sell |
-10,006
| Closed | -$448K | – | 102 |
|
|
2022
Q4 | $448K | Hold |
10,006
| – | – | 0.53% | 56 |
|
|
2022
Q3 | $420K | Sell |
10,006
-1,994
| -17% | -$83.7K | 0.55% | 47 |
|
|
2022
Q2 | $530K | Hold |
12,000
| – | – | 0.64% | 37 |
|
|
2022
Q1 | $641K | Buy |
12,000
+6,000
| +100% | +$321K | 0.68% | 32 |
|
|
2021
Q4 | $678K | Buy |
+6,000
| New | +$678K | 0.73% | 31 |
|