SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,922
| Closed | -$265K | – | 97 |
|
|
2022
Q4 | $265K | Sell |
5,922
-586
| -9% | -$26.3K | 0.2% | 79 |
|
|
2022
Q3 | $273K | Sell |
6,508
-2,468
| -27% | -$104K | 0.22% | 79 |
|
|
2022
Q2 | $397K | Sell |
8,976
-8,560
| -49% | -$379K | 0.29% | 68 |
|
|
2022
Q1 | $936K | Buy |
17,536
+8,314
| +90% | +$444K | 0.6% | 44 |
|
|
2021
Q4 | $1.04M | Sell |
9,222
-2,662
| -22% | -$301K | 0.65% | 41 |
|
|
2021
Q3 | $1.23M | Sell |
11,884
-306
| -3% | -$31.8K | 0.85% | 38 |
|
|
2021
Q2 | $1.27M | Sell |
12,190
-48
| -0.4% | -$5.01K | 0.99% | 37 |
|
|
2021
Q1 | $1.18M | Sell |
12,238
-336
| -3% | -$32.5K | 1.07% | 29 |
|
|
2020
Q4 | $1.14M | Sell |
12,574
-307
| -2% | -$27.9K | 1.04% | 27 |
|
|
2020
Q3 | $1.03M | Sell |
12,881
-301
| -2% | -$24K | 1.06% | 26 |
|
|
2020
Q2 | $968K | Sell |
13,182
-13
| -0.1% | -$955 | 1.16% | 24 |
|
|
2020
Q1 | $797K | Buy |
13,195
+13,044
| +8,638% | +$788K | 1.05% | 27 |
|
|
2019
Q4 | $2.07K | Buy |
+151
| New | +$2.07K | 1.59% | 13 |
|