Riverwater Partners’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 | $225K | Sell |
9,461
-97
| -1% | -$2.31K | 0.11% | 192 |
|
|
2025
Q1 | $206K | Buy |
9,558
+97
| +1% | +$2.09K | 0.11% | 195 |
|
|
2024
Q4 | $215K | Sell |
9,461
-661
| -7% | -$15K | 0.1% | 208 |
|
|
2024
Q3 | $222K | Hold |
10,122
| – | – | 0.11% | 195 |
|
|
2024
Q2 | $212K | Sell |
10,122
-1,494
| -13% | -$31.3K | 0.16% | 177 |
|
|
2024
Q1 | $236K | Hold |
11,616
| – | – | 0.17% | 173 |
|
|
2023
Q4 | $216K | Buy |
+11,616
| New | +$216K | 0.17% | 185 |
|
|
2023
Q3 | – | Sell |
-11,616
| Closed | -$200K | – | 207 |
|
|
2023
Q2 | $200K | Buy |
+11,616
| New | +$200K | 0.18% | 176 |
|
|
2022
Q2 | – | Sell |
-11,616
| Closed | -$207K | – | 199 |
|
|
2022
Q1 | $207K | Hold |
11,616
| – | – | 0.34% | 101 |
|
|
2021
Q4 | $219K | Buy |
+11,616
| New | +$219K | 0.19% | 192 |
|