TWM
Thrive 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 | $2.89M | Buy |
121,310
+17,990
| +17% | +$429K | 0.47% | 30 |
|
|
2025
Q1 | $2.22M | Buy |
103,320
+19,195
| +23% | +$413K | 0.43% | 31 |
|
|
2024
Q4 | $1.91M | Buy |
84,125
+57,395
| +215% | +$1.3M | 0.34% | 34 |
|
|
2024
Q3 | $1.78M | Buy |
26,730
+827
| +3% | +$55K | 0.33% | 37 |
|
|
2024
Q2 | $1.63M | Buy |
25,903
+4,234
| +20% | +$266K | 0.32% | 36 |
|
|
2024
Q1 | $1.32M | Buy |
21,669
+3,239
| +18% | +$198K | 0.27% | 44 |
|
|
2023
Q4 | $1.03M | Buy |
18,430
+1,512
| +9% | +$84.2K | 0.23% | 58 |
|
|
2023
Q3 | $843K | Buy |
16,918
+1,886
| +13% | +$94K | 0.22% | 61 |
|
|
2023
Q2 | $777K | Sell |
15,032
-395
| -3% | -$20.4K | 0.2% | 72 |
|
|
2023
Q1 | $738K | Sell |
15,427
-42
| -0.3% | -$2.01K | 0.19% | 66 |
|
|
2022
Q4 | $693K | Sell |
15,469
-1,286
| -8% | -$57.6K | 0.2% | 65 |
|
|
2022
Q3 | $704K | Buy |
16,755
+1,906
| +13% | +$80.1K | 0.25% | 53 |
|
|
2022
Q2 | $656K | Buy |
14,849
+4,116
| +38% | +$182K | 0.23% | 55 |
|
|
2022
Q1 | $573K | Buy |
10,733
+6,519
| +155% | +$348K | 0.17% | 69 |
|
|
2021
Q4 | $476K | Buy |
+4,214
| New | +$476K | 0.16% | 79 |
|