WCFA
Walkner Condon Financial Advisors’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 | $568K | Buy |
23,837
+1,568
| +7% | +$37.4K | 0.1% | 142 |
|
|
2025
Q1 | $479K | Buy |
22,269
+1,575
| +8% | +$33.9K | 0.1% | 159 |
|
|
2024
Q4 | $470K | Buy |
20,694
+13,796
| +200% | +$313K | 0.1% | 168 |
|
|
2024
Q3 | $459K | Hold |
6,898
| – | – | 0.09% | 167 |
|
|
2024
Q2 | $434K | Hold |
6,898
| – | – | 0.09% | 159 |
|
|
2024
Q1 | $421K | Hold |
6,898
| – | – | 0.09% | 172 |
|
|
2023
Q4 | $384K | Buy |
6,898
+284
| +4% | +$15.8K | 0.09% | 180 |
|
|
2023
Q3 | $330K | Hold |
6,614
| – | – | 0.09% | 178 |
|
|
2023
Q2 | $342K | Hold |
6,614
| – | – | 0.09% | 168 |
|
|
2023
Q1 | $316K | Hold |
6,614
| – | – | 0.09% | 166 |
|
|
2022
Q4 | $296K | Hold |
6,614
| – | – | 0.09% | 166 |
|
|
2022
Q3 | $278K | Sell |
6,614
-438
| -6% | -$18.4K | 0.09% | 167 |
|
|
2022
Q2 | $312K | Buy |
7,052
+2,082
| +42% | +$92.1K | 0.1% | 166 |
|
|
2022
Q1 | $265K | Buy |
4,970
+2,485
| +100% | +$133K | 0.08% | 185 |
|
|
2021
Q4 | $281K | Buy |
+2,485
| New | +$281K | 0.18% | 103 |
|