TVWM
Tower View 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 | $7.4K | Buy |
311
+1
| +0.3% | +$24 | ﹤0.01% | 153 |
|
|
2025
Q1 | $6.67K | Buy |
+310
| New | +$6.67K | ﹤0.01% | 143 |
|
|
2023
Q2 | – | Sell |
-570
| Closed | -$27K | – | 189 |
|
|
2023
Q1 | $27K | Buy |
570
+2
| +0.4% | +$95 | 0.02% | 92 |
|
|
2022
Q4 | $25K | Buy |
568
+3
| +0.5% | +$132 | 0.02% | 94 |
|
|
2022
Q3 | $24K | Buy |
565
+2
| +0.4% | +$85 | 0.02% | 96 |
|
|
2022
Q2 | $25K | Sell |
563
-123
| -18% | -$5.46K | 0.02% | 94 |
|
|
2022
Q1 | $37K | Buy |
686
+344
| +101% | +$18.6K | 0.02% | 110 |
|
|
2021
Q4 | $39K | Buy |
342
+1
| +0.3% | +$114 | 0.02% | 109 |
|
|
2021
Q3 | $35K | Buy |
341
+1
| +0.3% | +$103 | 0.02% | 114 |
|
|
2021
Q2 | $35K | Buy |
340
+1
| +0.3% | +$103 | 0.02% | 103 |
|
|
2021
Q1 | $33K | Buy |
339
+1
| +0.3% | +$97 | 0.02% | 106 |
|
|
2020
Q4 | $31K | Buy |
338
+2
| +0.6% | +$183 | 0.02% | 108 |
|
|
2020
Q3 | $27K | Buy |
336
+2
| +0.6% | +$161 | 0.02% | 94 |
|
|
2020
Q2 | $25K | Buy |
334
+1
| +0.3% | +$75 | 0.02% | 89 |
|
|
2020
Q1 | $20K | Sell |
333
-98
| -23% | -$5.89K | 0.02% | 85 |
|
|
2019
Q4 | $33K | Buy |
431
+5
| +1% | +$383 | 0.03% | 93 |
|
|
2019
Q3 | $30K | Buy |
426
+2
| +0.5% | +$141 | 0.02% | 91 |
|
|
2019
Q2 | $30K | Hold |
424
| – | – | 0.03% | 90 |
|
|
2019
Q1 | $29K | Buy |
424
+2
| +0.5% | +$137 | 0.03% | 91 |
|
|
2018
Q4 | $25K | Buy |
422
+4
| +1% | +$237 | 0.03% | 94 |
|
|
2018
Q3 | $29K | Buy |
418
+2
| +0.5% | +$139 | 0.03% | 108 |
|
|
2018
Q2 | $27K | Hold |
416
| – | – | 0.03% | 106 |
|
|
2018
Q1 | $27K | Buy |
416
+1
| +0.2% | +$65 | 0.03% | 107 |
|
|
2017
Q4 | $27K | Buy |
+415
| New | +$27K | 0.02% | 109 |
|