TWM
Trevian 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 | $407K | Buy |
17,066
+7,044
| +70% | +$168K | 0.25% | 29 |
|
|
2025
Q1 | $216K | Hold |
10,022
| – | – | 0.15% | 27 |
|
|
2024
Q4 | $228K | Buy |
10,022
+6,681
| +200% | +$152K | 0.17% | 27 |
|
|
2024
Q3 | $222K | Buy |
+3,341
| New | +$222K | 0.18% | 28 |
|
|
2024
Q2 | – | Sell |
-3,332
| Closed | -$203K | – | 18 |
|
|
2024
Q1 | $203K | Buy |
+3,332
| New | +$203K | 0.14% | 29 |
|