SPWM
Schrum Private 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 | $425K | Hold |
17,850
| – | – | 0.34% | 73 |
|
|
2025
Q1 | $384K | Hold |
17,850
| – | – | 0.34% | 76 |
|
|
2024
Q4 | $405K | Buy |
17,850
+5,950
| +50% | +$135K | 0.34% | 75 |
|
|
2024
Q3 | $792K | Buy |
11,900
+5,950
| +100% | +$396K | 0.41% | 60 |
|
|
2024
Q2 | $374K | Hold |
5,950
| – | – | 0.34% | 74 |
|
|
2024
Q1 | $363K | Hold |
5,950
| – | – | 0.33% | 76 |
|
|
2023
Q4 | $331K | Hold |
5,950
| – | – | 0.47% | 59 |
|
|
2023
Q3 | $297K | Hold |
5,950
| – | – | 0.34% | 77 |
|
|
2023
Q2 | $308K | Hold |
5,950
| – | – | 0.33% | 75 |
|
|
2023
Q1 | $285K | Sell |
5,950
-22
| -0.4% | -$1.05K | 0.33% | 82 |
|
|
2022
Q4 | $268K | Hold |
5,972
| – | – | 0.32% | 89 |
|
|
2022
Q3 | $251K | Hold |
5,972
| – | – | 0.32% | 94 |
|
|
2022
Q2 | $264K | Hold |
5,972
| – | – | 0.3% | 91 |
|
|
2022
Q1 | $292K | Buy |
5,972
+2,997
| +101% | +$147K | 0.29% | 89 |
|
|
2021
Q4 | $335K | Buy |
+2,975
| New | +$335K | 0.31% | 88 |
|