WCFA
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Walkner Condon Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Walkner Condon Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$630K Buy
25,092
+1,754
+8% +$46K 0.08% 151
2025
Q4 		$612K Sell
23,338
-499
-2% -$13K 0.09% 155
2025
Q3 		$613K Hold
23,837
– – 0.1% 149
2025
Q2 		$568K Buy
23,837
+1,568
+7% +$34.5K 0.1% 142
2025
Q1 		$479K Buy
22,269
+1,575
+8% +$35.8K 0.1% 159
2024
Q4 		$470K Hold
20,694
– – 0.1% 168
2024
Q3 		$459K Hold
20,694
– – 0.09% 167
2024
Q2 		$434K Hold
20,694
– – 0.09% 159
2024
Q1 		$421K Hold
20,694
– – 0.09% 172
2023
Q4 		$384K Buy
20,694
+852
+4% +$14.7K 0.09% 180
2023
Q3 		$330K Hold
19,842
– – 0.09% 178
2023
Q2 		$342K Hold
19,842
– – 0.09% 168
2023
Q1 		$316K Hold
19,842
– – 0.09% 166
2022
Q4 		$296K Hold
19,842
– – 0.09% 166
2022
Q3 		$278K Sell
19,842
-1,314
-6% -$20.4K 0.09% 167
2022
Q2 		$312K Buy
21,156
+6,246
+42% +$100K 0.1% 166
2022
Q1 		$265K Hold
14,910
– – 0.08% 185
2021
Q4 		$281K Buy
+14,910
New +$274K 0.18% 103

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