SWM
Seed 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 | $5.4M | Sell |
226,583
-500
| -0.2% | -$11.9K | 4.02% | 3 |
|
|
2025
Q1 | $4.89M | Buy |
227,083
+17,590
| +8% | +$379K | 3.98% | 4 |
|
|
2024
Q4 | $4.76M | Buy |
209,493
+139,662
| +200% | +$3.17M | 3.84% | 3 |
|
|
2024
Q3 | $4.65M | Sell |
69,831
-1,900
| -3% | -$126K | 3.72% | 3 |
|
|
2024
Q2 | $4.51M | Sell |
71,731
-1,330
| -2% | -$83.6K | 3.93% | 2 |
|
|
2024
Q1 | $4.45M | Sell |
73,061
-400
| -0.5% | -$24.4K | 4.25% | 2 |
|
|
2023
Q4 | $4.06M | Hold |
73,461
| – | – | 4.1% | 2 |
|
|
2023
Q3 | $3.66M | Sell |
73,461
-1,029
| -1% | -$51.3K | 4.12% | 1 |
|
|
2023
Q2 | $3.85M | Hold |
74,490
| – | – | 4.08% | 1 |
|
|
2023
Q1 | $3.56M | Buy |
74,490
+1,900
| +3% | +$90.9K | 4.04% | 3 |
|
|
2022
Q4 | $3.25M | Buy |
+72,590
| New | +$3.25M | 3.72% | 5 |
|