RWIA
Roger Wittlin Investment Advisory’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 | $14.8M | Buy |
620,688
+767
| +0.1% | +$18.3K | 8.25% | 4 |
|
|
2025
Q1 | $13.3M | Sell |
619,921
-4,429
| -0.7% | -$95.4K | 7.81% | 5 |
|
|
2024
Q4 | $14.2M | Buy |
624,350
+420,007
| +206% | +$9.53M | 7.94% | 5 |
|
|
2024
Q3 | $13.6M | Buy |
204,343
+1,277
| +0.6% | +$84.9K | 7.82% | 3 |
|
|
2024
Q2 | $12.8M | Buy |
203,066
+14,889
| +8% | +$936K | 8.19% | 3 |
|
|
2024
Q1 | $11.5M | Sell |
188,177
-26,538
| -12% | -$1.62M | 8.06% | 3 |
|
|
2023
Q4 | $12M | Buy |
214,715
+11,761
| +6% | +$655K | 8.83% | 2 |
|
|
2023
Q3 | $10.1M | Buy |
202,954
+758
| +0.4% | +$37.8K | 8.59% | 2 |
|
|
2023
Q2 | $10.5M | Buy |
202,196
+39,229
| +24% | +$2.03M | 8.48% | 2 |
|
|
2023
Q1 | $7.8M | Buy |
162,967
+6,016
| +4% | +$288K | 6.97% | 3 |
|
|
2022
Q4 | $7.03M | Buy |
+156,951
| New | +$7.03M | 7.02% | 3 |
|
|
2022
Q3 | – | Sell |
-246,930
| Closed | -$10.9M | – | 23 |
|
|
2022
Q2 | $10.9M | Buy |
+246,930
| New | +$10.9M | 10.77% | 2 |
|