SWM
SigFig 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 | $13.9M | Buy |
584,815
+15,904
| +3% | +$377K | 0.46% | 29 |
|
|
2025
Q1 | $8.83M | Buy |
568,911
+40,553
| +8% | +$629K | 0.32% | 36 |
|
|
2024
Q4 | $8.86M | Buy |
528,358
+343,840
| +186% | +$5.77M | 0.32% | 38 |
|
|
2024
Q3 | $8.95M | Sell |
184,518
-2,073
| -1% | -$101K | 0.32% | 36 |
|
|
2024
Q2 | $9.23M | Buy |
186,591
+6,538
| +4% | +$323K | 0.35% | 35 |
|
|
2024
Q1 | $9.2M | Sell |
180,053
-11,659
| -6% | -$596K | 0.34% | 36 |
|
|
2023
Q4 | $9.73M | Buy |
191,712
+608
| +0.3% | +$30.9K | 0.37% | 35 |
|
|
2023
Q3 | $9.83M | Sell |
191,104
-23,977
| -11% | -$1.23M | 0.39% | 35 |
|
|
2023
Q2 | $11.2M | Sell |
215,081
-2,977
| -1% | -$156K | 0.44% | 31 |
|
|
2023
Q1 | $11.3M | Buy |
218,058
+4,888
| +2% | +$254K | 0.62% | 23 |
|
|
2022
Q4 | $11.3M | Sell |
213,170
-3,270
| -2% | -$174K | 0.56% | 25 |
|
|
2022
Q3 | $12M | Sell |
216,440
-18,448
| -8% | -$1.02M | 0.63% | 24 |
|
|
2022
Q2 | $12.4M | Sell |
234,888
-20,203
| -8% | -$1.07M | 0.64% | 25 |
|
|
2022
Q1 | $13.6M | Buy |
255,091
+133,103
| +109% | +$7.09M | 0.65% | 22 |
|
|
2021
Q4 | $12.9M | Sell |
121,988
-1,852
| -1% | -$197K | 0.61% | 23 |
|
|
2021
Q3 | $12.8M | Sell |
123,840
-4,249
| -3% | -$438K | 0.64% | 22 |
|
|
2021
Q2 | $13.3M | Buy |
128,089
+7,640
| +6% | +$791K | 0.7% | 19 |
|
|
2021
Q1 | $11.6M | Buy |
120,449
+5,759
| +5% | +$553K | 0.71% | 20 |
|
|
2020
Q4 | $10.4M | Buy |
114,690
+11,358
| +11% | +$1.03M | 0.75% | 19 |
|
|
2020
Q3 | $8.13M | Buy |
103,332
+8,840
| +9% | +$695K | 0.74% | 20 |
|
|
2020
Q2 | $6.9M | Sell |
94,492
-2,030
| -2% | -$148K | 0.74% | 20 |
|
|
2020
Q1 | $5.83M | Sell |
96,522
-9,535
| -9% | -$576K | 0.79% | 20 |
|
|
2019
Q4 | $8.15M | Sell |
106,057
-1,054
| -1% | -$81K | 1% | 19 |
|
|
2019
Q3 | $7.61M | Buy |
107,111
+2,012
| +2% | +$143K | 1.08% | 19 |
|
|
2019
Q2 | $7.41M | Buy |
105,099
+2,279
| +2% | +$161K | 1.15% | 22 |
|
|
2019
Q1 | $7M | Sell |
102,820
-3,585
| -3% | -$244K | 1.24% | 22 |
|
|
2018
Q4 | $6.32M | Buy |
106,405
+1,824
| +2% | +$108K | 1.35% | 22 |
|
|
2018
Q3 | $7.36M | Sell |
104,581
-3,960
| -4% | -$279K | 1.52% | 21 |
|
|
2018
Q2 | $7.16M | Sell |
108,541
-5,765
| -5% | -$380K | 1.84% | 21 |
|
|
2018
Q1 | $7.29M | Sell |
114,306
-10,021
| -8% | -$639K | 4.25% | 9 |
|
|
2017
Q4 | $8.05M | Buy |
124,327
+11,496
| +10% | +$744K | 3.85% | 10 |
|
|
2017
Q3 | $6.87M | Sell |
112,831
-2,108
| -2% | -$128K | 4.6% | 10 |
|
|
2017
Q2 | $6.72M | Buy |
114,939
+1,534
| +1% | +$89.7K | 4.95% | 9 |
|
|
2017
Q1 | $6.47M | Buy |
113,405
+3,043
| +3% | +$174K | 5.15% | 9 |
|
|
2016
Q4 | $6.02M | Buy |
+110,362
| New | +$6.02M | 5.16% | 9 |
|