SPWM
SCHB icon

Schrum Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Schrum Private Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$562K Buy
22,386
+61
+0.3% +$1.6K 0.43% 68
2025
Q4 		$586K Buy
22,325
+68
+0.3% +$1.77K 0.43% 63
2025
Q3 		$572K Buy
22,257
+4,407
+25% +$109K 0.42% 62
2025
Q2 		$425K Hold
17,850
– – 0.34% 73
2025
Q1 		$384K Hold
17,850
– – 0.34% 76
2024
Q4 		$405K Sell
17,850
-17,850
-50% -$408K 0.34% 75
2024
Q3 		$792K Buy
35,700
+17,850
+100% +$381K 0.41% 60
2024
Q2 		$374K Hold
17,850
– – 0.34% 74
2024
Q1 		$363K Hold
17,850
– – 0.33% 76
2023
Q4 		$331K Hold
17,850
– – 0.47% 59
2023
Q3 		$297K Hold
17,850
– – 0.34% 77
2023
Q2 		$308K Hold
17,850
– – 0.33% 75
2023
Q1 		$285K Sell
17,850
-66
-0.4% -$1.03K 0.33% 82
2022
Q4 		$268K Hold
17,916
– – 0.32% 89
2022
Q3 		$251K Hold
17,916
– – 0.32% 94
2022
Q2 		$264K Hold
17,916
– – 0.3% 91
2022
Q1 		$292K Buy
17,916
+66
+0.4% +$1.16K 0.29% 89
2021
Q4 		$335K Buy
+17,850
New +$328K 0.31% 88

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R
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SG
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EK
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HCM
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