TF
TLWM Financial’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 | – | Sell |
-27,608
| Closed | -$594K | – | 74 |
|
|
2025
Q1 | $594K | Sell |
27,608
-44
| -0.2% | -$947 | 0.12% | 57 |
|
|
2024
Q4 | $628K | Buy |
27,652
+18,484
| +202% | +$420K | 0.12% | 58 |
|
|
2024
Q3 | $610K | Sell |
9,168
-743
| -7% | -$49.4K | 0.12% | 54 |
|
|
2024
Q2 | $623K | Sell |
9,911
-263
| -3% | -$16.5K | 0.13% | 55 |
|
|
2024
Q1 | $621K | Sell |
10,174
-763
| -7% | -$46.6K | 0.14% | 55 |
|
|
2023
Q4 | $609K | Buy |
10,937
+283
| +3% | +$15.8K | 0.14% | 50 |
|
|
2023
Q3 | $531K | Buy |
10,654
+62
| +0.6% | +$3.09K | 0.14% | 53 |
|
|
2023
Q2 | $548K | Buy |
10,592
+34
| +0.3% | +$1.76K | 0.16% | 51 |
|
|
2023
Q1 | $505K | Buy |
+10,558
| New | +$505K | 0.16% | 52 |
|