SWM
Seaside 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 | $5.8M | Buy |
243,239
+17,982
| +8% | +$429K | 1.84% | 10 |
|
|
2025
Q1 | $4.85M | Buy |
225,257
+77,792
| +53% | +$1.67M | 1.73% | 11 |
|
|
2024
Q4 | $3.35M | Buy |
147,465
+97,947
| +198% | +$2.22M | 1.23% | 11 |
|
|
2024
Q3 | $3.29M | Sell |
49,518
-3,975
| -7% | -$264K | 1.25% | 11 |
|
|
2024
Q2 | $3.36M | Buy |
53,493
+5,169
| +11% | +$325K | 1.39% | 11 |
|
|
2024
Q1 | $2.95M | Sell |
48,324
-203
| -0.4% | -$12.4K | 1.26% | 11 |
|
|
2023
Q4 | $2.7M | Buy |
48,527
+6,463
| +15% | +$360K | 1.24% | 11 |
|
|
2023
Q3 | $2.1M | Sell |
42,064
-3,689
| -8% | -$184K | 1.07% | 12 |
|
|
2023
Q2 | $2.37M | Sell |
45,753
-16,220
| -26% | -$839K | 1.22% | 12 |
|
|
2023
Q1 | $2.97M | Buy |
61,973
+751
| +1% | +$35.9K | 1.8% | 12 |
|
|
2022
Q4 | $2.74M | Sell |
61,222
-1,185
| -2% | -$53.1K | 1.81% | 12 |
|
|
2022
Q3 | $2.83M | Buy |
62,407
+8,862
| +17% | +$402K | 1.96% | 12 |
|
|
2022
Q2 | $2.59M | Buy |
+53,545
| New | +$2.59M | 1.96% | 12 |
|