RWM
RKL 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 | $1.56M | Sell |
65,563
-79,703
| -55% | -$1.9M | 0.14% | 73 |
|
|
2025
Q1 | $3.13M | Sell |
145,266
-17,414
| -11% | -$375K | 0.29% | 51 |
|
|
2024
Q4 | $3.69M | Buy |
162,680
+92,323
| +131% | +$2.1M | 0.33% | 46 |
|
|
2024
Q3 | $4.68M | Sell |
70,357
-10,175
| -13% | -$677K | 0.42% | 35 |
|
|
2024
Q2 | $5.06M | Buy |
80,532
+3,791
| +5% | +$238K | 0.49% | 32 |
|
|
2024
Q1 | $4.69M | Sell |
76,741
-1,346
| -2% | -$82.2K | 0.46% | 34 |
|
|
2023
Q4 | $4.35M | Sell |
78,087
-1,076
| -1% | -$59.9K | 0.47% | 34 |
|
|
2023
Q3 | $3.95M | Sell |
79,163
-1,310
| -2% | -$65.3K | 0.48% | 34 |
|
|
2023
Q2 | $4.16M | Buy |
80,473
+933
| +1% | +$48.2K | 0.49% | 34 |
|
|
2023
Q1 | $3.81M | Buy |
79,540
+2,987
| +4% | +$143K | 0.48% | 35 |
|
|
2022
Q4 | $3.43M | Sell |
76,553
-2,167
| -3% | -$97.1K | 0.46% | 37 |
|
|
2022
Q3 | $3.31M | Buy |
78,720
+1,813
| +2% | +$76.1K | 0.48% | 38 |
|
|
2022
Q2 | $3.4M | Sell |
76,907
-1,278
| -2% | -$56.5K | 0.47% | 38 |
|
|
2022
Q1 | $4.17M | Buy |
78,185
+38,346
| +96% | +$2.05M | 0.5% | 35 |
|
|
2021
Q4 | $4.5M | Buy |
39,839
+767
| +2% | +$86.7K | 0.53% | 35 |
|
|
2021
Q3 | $4.06M | Sell |
39,072
-1,577
| -4% | -$164K | 0.52% | 36 |
|
|
2021
Q2 | $4.24M | Sell |
40,649
-2,013
| -5% | -$210K | 0.53% | 33 |
|
|
2021
Q1 | $4.13M | Sell |
42,662
-1,340
| -3% | -$130K | 0.55% | 33 |
|
|
2020
Q4 | $4M | Sell |
44,002
-483
| -1% | -$44K | 0.56% | 35 |
|
|
2020
Q3 | $3.54M | Buy |
44,485
+488
| +1% | +$38.9K | 0.56% | 35 |
|
|
2020
Q2 | $3.23M | Buy |
43,997
+2,726
| +7% | +$200K | 0.55% | 35 |
|
|
2020
Q1 | $2.49M | Buy |
41,271
+2,460
| +6% | +$149K | 0.52% | 37 |
|
|
2019
Q4 | $2.98M | Buy |
38,811
+2,479
| +7% | +$191K | 0.54% | 39 |
|
|
2019
Q3 | $2.58M | Sell |
36,332
-7,457
| -17% | -$530K | 0.49% | 42 |
|
|
2019
Q2 | $3.09M | Buy |
43,789
+808
| +2% | +$57K | 0.57% | 39 |
|
|
2019
Q1 | $2.93M | Buy |
42,981
+10,787
| +34% | +$735K | 0.57% | 39 |
|
|
2018
Q4 | $1.93M | Buy |
32,194
+6,796
| +27% | +$407K | 0.45% | 48 |
|
|
2018
Q3 | $1.79M | Buy |
25,398
+5,230
| +26% | +$368K | 0.38% | 53 |
|
|
2018
Q2 | $1.34M | Buy |
20,168
+10,493
| +108% | +$695K | 0.3% | 65 |
|
|
2018
Q1 | $615K | Buy |
9,675
+2,737
| +39% | +$174K | 0.15% | 95 |
|
|
2017
Q4 | $447K | Sell |
6,938
-2,250
| -24% | -$145K | 0.11% | 108 |
|
|
2017
Q3 | $561K | Sell |
9,188
-191
| -2% | -$11.7K | 0.16% | 100 |
|
|
2017
Q2 | $548K | Sell |
9,379
-618
| -6% | -$36.1K | 0.17% | 100 |
|
|
2017
Q1 | $570K | Sell |
9,997
-3,161
| -24% | -$180K | 0.23% | 72 |
|
|
2016
Q4 | $713K | Buy |
13,158
+45
| +0.3% | +$2.44K | 0.34% | 56 |
|
|
2016
Q3 | $686K | Buy |
13,113
+304
| +2% | +$15.9K | 0.35% | 55 |
|
|
2016
Q2 | $649K | Buy |
12,809
+8,199
| +178% | +$415K | 0.34% | 52 |
|
|
2016
Q1 | $227K | Buy |
+4,610
| New | +$227K | 0.13% | 57 |
|