TPWM
Twelve Points 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 | $1.02M | Hold |
42,718
| – | – | 0.27% | 92 |
|
|
2025
Q1 | $920K | Sell |
42,718
-2,586
| -6% | -$55.7K | 0.25% | 96 |
|
|
2024
Q4 | $1.03M | Buy |
45,304
+29,787
| +192% | +$676K | 0.3% | 83 |
|
|
2024
Q3 | $1.03M | Sell |
15,517
-1,445
| -9% | -$96.1K | 0.32% | 76 |
|
|
2024
Q2 | $1.07M | Sell |
16,962
-1
| -0% | -$63 | 0.38% | 67 |
|
|
2024
Q1 | $1.04M | Sell |
16,963
-953
| -5% | -$58.2K | 0.38% | 66 |
|
|
2023
Q4 | $997K | Sell |
17,916
-1,012
| -5% | -$56.3K | 0.47% | 61 |
|
|
2023
Q3 | $944K | Sell |
18,928
-179
| -0.9% | -$8.92K | 0.47% | 62 |
|
|
2023
Q2 | $988K | Hold |
19,107
| – | – | 0.53% | 61 |
|
|
2023
Q1 | $914K | Sell |
19,107
-361
| -2% | -$17.3K | 0.52% | 60 |
|
|
2022
Q4 | $872K | Buy |
19,468
+50
| +0.3% | +$2.24K | 0.59% | 49 |
|
|
2022
Q3 | $815K | Hold |
19,418
| – | – | 0.63% | 46 |
|
|
2022
Q2 | $858K | Buy |
19,418
+80
| +0.4% | +$3.54K | 0.66% | 46 |
|
|
2022
Q1 | $1.03M | Buy |
19,338
+10,752
| +125% | +$574K | 0.77% | 34 |
|
|
2021
Q4 | $970K | Buy |
+8,586
| New | +$970K | 0.79% | 40 |
|