SGWM
Sterling Group 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 | $711K | Sell |
29,841
-21,596
| -42% | -$515K | 0.39% | 22 |
|
|
2025
Q1 | $1.11M | Sell |
51,437
-278
| -0.5% | -$5.99K | 0.59% | 18 |
|
|
2024
Q4 | $1.17M | Buy |
51,715
+34,148
| +194% | +$775K | 0.61% | 19 |
|
|
2024
Q3 | $1.17M | Buy |
17,567
+112
| +0.6% | +$7.45K | 0.62% | 18 |
|
|
2024
Q2 | $1.1M | Buy |
+17,455
| New | +$1.1M | 0.63% | 18 |
|
|
2024
Q1 | – | Sell |
-10,145
| Closed | -$565K | – | 37 |
|
|
2023
Q4 | $565K | Buy |
10,145
+4,216
| +71% | +$235K | 0.44% | 24 |
|
|
2023
Q3 | $296K | Buy |
5,929
+22
| +0.4% | +$1.1K | 0.28% | 35 |
|
|
2023
Q2 | $305K | Buy |
5,907
+22
| +0.4% | +$1.14K | 0.26% | 37 |
|
|
2023
Q1 | $282K | Buy |
5,885
+23
| +0.4% | +$1.1K | 0.27% | 35 |
|
|
2022
Q4 | $263K | Buy |
+5,862
| New | +$263K | 0.26% | 39 |
|