RWA Wealth 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 | $2.31M | Sell |
96,875
-12,697
| -12% | -$303K | 0.03% | 232 |
|
|
2025
Q1 | $2.36M | Buy |
109,572
+572
| +0.5% | +$12.3K | 0.03% | 225 |
|
|
2024
Q4 | $2.47M | Buy |
109,000
+31
| +0% | +$704 | 0.03% | 225 |
|
|
2024
Q3 | $2.42M | Sell |
108,969
-3,060
| -3% | -$67.9K | 0.03% | 231 |
|
|
2024
Q2 | $2.35M | Sell |
112,029
-5,100
| -4% | -$107K | 0.03% | 217 |
|
|
2024
Q1 | $2.38M | Sell |
117,129
-369
| -0.3% | -$7.51K | 0.03% | 218 |
|
|
2023
Q4 | $2.18M | Buy |
117,498
+441
| +0.4% | +$8.18K | 0.03% | 219 |
|
|
2023
Q3 | $1.95M | Buy |
117,057
+36
| +0% | +$598 | 0.04% | 135 |
|
|
2023
Q2 | $2.02M | Buy |
+117,021
| New | +$2.02M | 0.04% | 129 |
|