SWA
Sightline Wealth Advisors’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 | $573K | Buy |
24,058
+214
| +0.9% | +$5.1K | 0.28% | 47 |
|
|
2025
Q1 | $513K | Sell |
23,844
-365
| -2% | -$7.86K | 0.27% | 48 |
|
|
2024
Q4 | $550K | Buy |
24,209
+16,206
| +202% | +$368K | 0.3% | 48 |
|
|
2024
Q3 | $532K | Buy |
8,003
+101
| +1% | +$6.72K | 0.29% | 45 |
|
|
2024
Q2 | $497K | Sell |
7,902
-64
| -0.8% | -$4.02K | 0.31% | 48 |
|
|
2024
Q1 | $486K | Buy |
7,966
+89
| +1% | +$5.43K | 0.32% | 49 |
|
|
2023
Q4 | $439K | Buy |
7,877
+104
| +1% | +$5.79K | 0.33% | 45 |
|
|
2023
Q3 | $387K | Buy |
7,773
+169
| +2% | +$8.43K | 0.36% | 46 |
|
|
2023
Q2 | $364K | Sell |
7,604
-1,102
| -13% | -$52.7K | 0.36% | 42 |
|
|
2023
Q1 | $417K | Buy |
8,706
+181
| +2% | +$8.66K | 0.43% | 39 |
|
|
2022
Q4 | $382K | Buy |
8,525
+7
| +0.1% | +$314 | 0.41% | 41 |
|
|
2022
Q3 | $367K | Buy |
8,518
+87
| +1% | +$3.75K | 0.43% | 38 |
|
|
2022
Q2 | $371K | Sell |
8,431
-1
| -0% | -$44 | 0.36% | 39 |
|
|
2022
Q1 | $450K | Buy |
8,432
+4,256
| +102% | +$227K | 0.37% | 39 |
|
|
2021
Q4 | $474K | Buy |
4,176
+16
| +0.4% | +$1.82K | 0.42% | 32 |
|
|
2021
Q3 | $432K | Buy |
4,160
+3
| +0.1% | +$312 | 0.36% | 36 |
|
|
2021
Q2 | $433K | Buy |
4,157
+45
| +1% | +$4.69K | 0.36% | 39 |
|
|
2021
Q1 | $398K | Buy |
4,112
+7
| +0.2% | +$678 | 0.37% | 39 |
|
|
2020
Q4 | $374K | Buy |
+4,105
| New | +$374K | 0.37% | 39 |
|