RP
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Riverwater Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Riverwater Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Hold
9,461
– – 0.08% 200
2025
Q4 		$248K Hold
9,461
– – 0.1% 188
2025
Q3 		$243K Hold
9,461
– – 0.1% 200
2025
Q2 		$225K Sell
9,461
-97
-1% -$2.14K 0.11% 192
2025
Q1 		$206K Buy
9,558
+97
+1% +$2.21K 0.11% 195
2024
Q4 		$215K Sell
9,461
-661
-7% -$15.1K 0.1% 208
2024
Q3 		$222K Hold
10,122
– – 0.11% 195
2024
Q2 		$212K Sell
10,122
-1,494
-13% -$30.3K 0.16% 177
2024
Q1 		$236K Hold
11,616
– – 0.17% 173
2023
Q4 		$216K Buy
+11,616
New +$201K 0.17% 185
2023
Q3 		– Sell
-11,616
Closed -$200K – 207
2023
Q2 		$200K Buy
+11,616
New +$189K 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 +$214K 0.19% 192

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