WIM
Waycross Investment 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 | $948K | Hold |
39,774
| – | – | 0.99% | 26 |
|
|
2025
Q1 | $856K | Hold |
39,774
| – | – | 0.97% | 31 |
|
|
2024
Q4 | $903K | Buy |
39,774
+26,474
| +199% | +$601K | 0.95% | 32 |
|
|
2024
Q3 | $885K | Hold |
13,300
| – | – | 0.81% | 35 |
|
|
2024
Q2 | $836K | Sell |
13,300
-252
| -2% | -$15.8K | 0.81% | 35 |
|
|
2024
Q1 | $827K | Hold |
13,552
| – | – | 0.77% | 39 |
|
|
2023
Q4 | $754K | Sell |
13,552
-343
| -2% | -$19.1K | 0.83% | 31 |
|
|
2023
Q3 | $693K | Hold |
13,895
| – | – | 0.8% | 31 |
|
|
2023
Q2 | $718K | Sell |
13,895
-724
| -5% | -$37.4K | 0.75% | 32 |
|
|
2023
Q1 | $700K | Hold |
14,619
| – | – | 0.7% | 36 |
|
|
2022
Q4 | $655K | Buy |
+14,619
| New | +$655K | 0.66% | 38 |
|