TWM
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Thrive Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Thrive Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.93M Buy
135,713
+3,807
+3% +$107K 0.51% 28
2026
Q1 		$3.31M Sell
131,906
-11,366
-8% -$298K 0.49% 28
2025
Q4 		$3.76M Buy
143,272
+15,977
+13% +$416K 0.55% 26
2025
Q3 		$3.27M Buy
127,295
+5,985
+5% +$148K 0.49% 28
2025
Q2 		$2.89M Buy
121,310
+17,990
+17% +$396K 0.47% 30
2025
Q1 		$2.22M Buy
103,320
+19,195
+23% +$437K 0.43% 31
2024
Q4 		$1.91M Buy
84,125
+3,935
+5% +$89.9K 0.34% 34
2024
Q3 		$1.78M Buy
80,190
+2,481
+3% +$53K 0.33% 37
2024
Q2 		$1.63M Buy
77,709
+12,702
+20% +$257K 0.32% 36
2024
Q1 		$1.32M Buy
65,007
+9,717
+18% +$188K 0.27% 44
2023
Q4 		$1.03M Buy
55,290
+4,536
+9% +$78.3K 0.23% 58
2023
Q3 		$843K Buy
50,754
+5,658
+13% +$97.9K 0.22% 61
2023
Q2 		$777K Sell
45,096
-1,185
-3% -$19.3K 0.2% 72
2023
Q1 		$738K Sell
46,281
-126
-0.3% -$1.97K 0.19% 66
2022
Q4 		$693K Sell
46,407
-3,858
-8% -$58K 0.2% 65
2022
Q3 		$704K Buy
50,265
+5,718
+13% +$89K 0.25% 53
2022
Q2 		$656K Buy
44,547
+12,348
+38% +$198K 0.23% 55
2022
Q1 		$573K Buy
32,199
+6,915
+27% +$121K 0.17% 69
2021
Q4 		$476K Buy
+25,284
New +$465K 0.16% 79

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SI
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FFN
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WPC
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SWM
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SIG
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