RVW Wealth’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 | $3.22M | Sell |
135,216
-582
| -0.4% | -$13.9K | 0.27% | 44 |
|
|
2025
Q1 | $2.92M | Buy |
135,798
+7,017
| +5% | +$151K | 0.28% | 43 |
|
|
2024
Q4 | $2.92M | Buy |
128,781
+138
| +0.1% | +$3.13K | 0.27% | 47 |
|
|
2024
Q3 | $2.85M | Buy |
128,643
+111
| +0.1% | +$2.46K | 0.27% | 49 |
|
|
2024
Q2 | $2.69M | Buy |
128,532
+186
| +0.1% | +$3.9K | 0.27% | 47 |
|
|
2024
Q1 | $2.61M | Sell |
128,346
-612
| -0.5% | -$12.5K | 0.27% | 45 |
|
|
2023
Q4 | $2.39M | Sell |
128,958
-3,576
| -3% | -$66.4K | 0.26% | 46 |
|
|
2023
Q3 | $2.2M | Buy |
132,534
+267
| +0.2% | +$4.44K | 0.27% | 44 |
|
|
2023
Q2 | $2.28M | Sell |
132,267
-1,287
| -1% | -$22.2K | 0.27% | 46 |
|
|
2023
Q1 | $2.13M | Sell |
133,554
-867
| -0.6% | -$13.8K | 0.26% | 47 |
|
|
2022
Q4 | $2.01M | Sell |
134,421
-1,497
| -1% | -$22.4K | 0.26% | 46 |
|
|
2022
Q3 | $1.9M | Buy |
135,918
+2,292
| +2% | +$32.1K | 0.27% | 57 |
|
|
2022
Q2 | $1.97M | Buy |
133,626
+5,337
| +4% | +$78.6K | 0.26% | 55 |
|
|
2022
Q1 | $2.28M | Buy |
128,289
+285
| +0.2% | +$5.07K | 0.26% | 51 |
|
|
2021
Q4 | $2.41M | Sell |
128,004
-4,932
| -4% | -$92.9K | 0.27% | 51 |
|
|
2021
Q3 | $2M | Sell |
132,936
-12
| -0% | -$181 | 0.24% | 50 |
|
|
2021
Q2 | $2M | Sell |
132,948
-1,590
| -1% | -$23.9K | 0.25% | 49 |
|
|
2021
Q1 | $2M | Sell |
134,538
-12
| -0% | -$178 | 0.26% | 48 |
|
|
2020
Q4 | $2M | Sell |
134,550
-7,794
| -5% | -$116K | 0.29% | 47 |
|
|
2020
Q3 | $1.89M | Sell |
142,344
-288
| -0.2% | -$3.82K | 0.32% | 45 |
|
|
2020
Q2 | $1.75M | Buy |
142,632
+14,040
| +11% | +$172K | 0.32% | 47 |
|
|
2020
Q1 | $1.3M | Sell |
128,592
-269,946
| -68% | -$2.72M | 0.3% | 53 |
|
|
2019
Q4 | $5.11M | Buy |
398,538
+10,806
| +3% | +$138K | 1.12% | 27 |
|
|
2019
Q3 | $4.59M | Sell |
387,732
-7,398
| -2% | -$87.6K | 1.09% | 28 |
|
|
2019
Q2 | $4.65M | Sell |
395,130
-14,490
| -4% | -$170K | 1.11% | 29 |
|
|
2019
Q1 | $4.65M | Buy |
+409,620
| New | +$4.65M | 1.19% | 29 |
|