UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,180
| Closed | -$469K | – | 121 |
|
|
2022
Q3 | $469K | Buy |
11,180
+24
| +0.2% | +$1.01K | 0.24% | 82 |
|
|
2022
Q2 | $493K | Sell |
11,156
-1,316
| -11% | -$58.2K | 0.25% | 80 |
|
|
2022
Q1 | $666K | Buy |
12,472
+4,834
| +63% | +$258K | 0.28% | 73 |
|
|
2021
Q4 | $863K | Sell |
7,638
-1,058
| -12% | -$120K | 0.35% | 61 |
|
|
2021
Q3 | $903K | Buy |
+8,696
| New | +$903K | 0.39% | 56 |
|
|
2021
Q2 | – | Sell |
-9,567
| Closed | -$925K | – | 110 |
|
|
2021
Q1 | $925K | Sell |
9,567
-112,696
| -92% | -$10.9M | 0.45% | 51 |
|
|
2020
Q4 | $11.1M | Sell |
122,263
-13,777
| -10% | -$1.25M | 5.34% | 5 |
|
|
2020
Q3 | $10.8K | Sell |
136,040
-216
| -0.2% | -$17 | 1.69% | 7 |
|
|
2020
Q2 | $10M | Sell |
136,256
-7,750
| -5% | -$569K | 5.32% | 6 |
|
|
2020
Q1 | $8.7M | Sell |
144,006
-9,249
| -6% | -$559K | 5.37% | 4 |
|
|
2019
Q4 | $11.8M | Sell |
153,255
-281
| -0.2% | -$21.6K | 6.1% | 3 |
|
|
2019
Q3 | $10.9M | Buy |
153,536
+952
| +0.6% | +$67.6K | 5.63% | 5 |
|
|
2019
Q2 | $10.8K | Buy |
152,584
+1,919
| +1% | +$135 | 4.61% | 6 |
|
|
2019
Q1 | $10.3M | Buy |
150,665
+4,370
| +3% | +$297K | 7.29% | 5 |
|
|
2018
Q4 | $8.77M | Buy |
146,295
+3,457
| +2% | +$207K | 7.16% | 6 |
|
|
2018
Q3 | $10.1M | Buy |
+142,838
| New | +$10.1M | 7.2% | 4 |
|