SWM
Selective 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 | $1.78M | Sell |
73,712
-22
| -0% | -$530 | 0.65% | 22 |
|
|
2025
Q1 | $1.51M | Hold |
73,734
| – | – | 0.66% | 22 |
|
|
2024
Q4 | $1.66M | Buy |
73,734
+48,706
| +195% | +$1.1M | 0.68% | 23 |
|
|
2024
Q3 | $1.66M | Hold |
25,028
| – | – | 0.69% | 24 |
|
|
2024
Q2 | $1.6M | Buy |
25,028
+75
| +0.3% | +$4.8K | 0.71% | 25 |
|
|
2024
Q1 | $1.49M | Buy |
+24,953
| New | +$1.49M | 0.65% | 27 |
|
|
2022
Q4 | – | Sell |
-1,776
| Closed | -$75K | – | 609 |
|
|
2022
Q3 | $75K | Buy |
1,776
+1,065
| +150% | +$45K | 0.03% | 249 |
|
|
2022
Q2 | $31K | Buy |
711
+3
| +0.4% | +$131 | 0.01% | 402 |
|
|
2022
Q1 | $38K | Buy |
708
+354
| +100% | +$19K | 0.01% | 349 |
|
|
2021
Q4 | $40K | Buy |
+354
| New | +$40K | 0.02% | 309 |
|
|
2021
Q2 | – | Sell |
-301
| Closed | -$29K | – | 543 |
|
|
2021
Q1 | $29K | Buy |
301
+1
| +0.3% | +$96 | 0.03% | 167 |
|
|
2020
Q4 | $27K | Buy |
300
+1
| +0.3% | +$90 | 0.02% | 152 |
|
|
2020
Q3 | $24K | Buy |
299
+2
| +0.7% | +$161 | 0.02% | 141 |
|
|
2020
Q2 | $22K | Sell |
297
-45
| -13% | -$3.33K | 0.02% | 168 |
|
|
2020
Q1 | $21K | Sell |
342
-522
| -60% | -$32.1K | 0.03% | 101 |
|
|
2019
Q4 | $66K | Buy |
864
+10
| +1% | +$764 | 0.08% | 62 |
|
|
2019
Q3 | $61K | Buy |
+854
| New | +$61K | 0.08% | 68 |
|