RWM
Ritholtz 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 | $4.82M | Buy |
202,095
+132,223
| +189% | +$3.15M | 0.11% | 117 |
|
|
2025
Q1 | $1.5M | Buy |
69,872
+2,430
| +4% | +$52.3K | 0.04% | 307 |
|
|
2024
Q4 | $1.53M | Buy |
67,442
+44,964
| +200% | +$1.02M | 0.05% | 279 |
|
|
2024
Q3 | $1.5M | Sell |
22,478
-66
| -0.3% | -$4.39K | 0.05% | 288 |
|
|
2024
Q2 | $1.42M | Buy |
22,544
+50
| +0.2% | +$3.14K | 0.05% | 261 |
|
|
2024
Q1 | $1.37M | Sell |
22,494
-69
| -0.3% | -$4.21K | 0.05% | 279 |
|
|
2023
Q4 | $1.26M | Buy |
22,563
+935
| +4% | +$52.1K | 0.05% | 259 |
|
|
2023
Q3 | $1.08M | Buy |
21,628
+203
| +0.9% | +$10.1K | 0.05% | 259 |
|
|
2023
Q2 | $1.11M | Buy |
21,425
+20
| +0.1% | +$1.03K | 0.05% | 249 |
|
|
2023
Q1 | $1.02M | Sell |
21,405
-479
| -2% | -$22.9K | 0.05% | 255 |
|
|
2022
Q4 | $981K | Sell |
21,884
-6,203
| -22% | -$278K | 0.05% | 236 |
|
|
2022
Q3 | $1.18M | Buy |
+28,087
| New | +$1.18M | 0.06% | 210 |
|
|
2022
Q2 | – | Sell |
-4,320
| Closed | -$231K | – | 593 |
|
|
2022
Q1 | $231K | Buy |
+4,320
| New | +$231K | 0.02% | 473 |
|
|
2021
Q4 | – | Sell |
-2,175
| Closed | -$226K | – | 557 |
|
|
2021
Q3 | $226K | Hold |
2,175
| – | – | 0.02% | 436 |
|
|
2021
Q2 | $227K | Buy |
+2,175
| New | +$227K | 0.02% | 424 |
|
|
2020
Q2 | – | Sell |
-4,295
| Closed | -$260K | – | 285 |
|
|
2020
Q1 | $260K | Sell |
4,295
-405
| -9% | -$24.5K | 0.04% | 121 |
|
|
2019
Q4 | $361K | Sell |
4,700
-504
| -10% | -$38.7K | 0.05% | 103 |
|
|
2019
Q3 | $370K | Buy |
5,204
+141
| +3% | +$10K | 0.06% | 97 |
|
|
2019
Q2 | $357K | Sell |
5,063
-841
| -14% | -$59.3K | 0.06% | 93 |
|
|
2019
Q1 | $402K | Buy |
5,904
+275
| +5% | +$18.7K | 0.07% | 84 |
|
|
2018
Q4 | $337K | Sell |
5,629
-16
| -0.3% | -$958 | 0.08% | 85 |
|
|
2018
Q3 | $397K | Buy |
5,645
+507
| +10% | +$35.7K | 0.1% | 76 |
|
|
2018
Q2 | $339K | Sell |
5,138
-914
| -15% | -$60.3K | 0.09% | 82 |
|
|
2018
Q1 | $386K | Buy |
6,052
+47
| +0.8% | +$3K | 0.11% | 68 |
|
|
2017
Q4 | $387K | Buy |
6,005
+2,490
| +71% | +$160K | 0.11% | 76 |
|
|
2017
Q3 | $214K | Sell |
3,515
-53
| -1% | -$3.23K | 0.08% | 71 |
|
|
2017
Q2 | $209K | Buy |
+3,568
| New | +$209K | 0.09% | 66 |
|