WIM
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Waycross Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Waycross Investment Management’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
Q2 		$1.15M Sell
39,717
-140
-0.4% -$3.92K 0.88% 29
2026
Q1 		$1M Buy
39,857
+192
+0.5% +$5.04K 0.96% 25
2025
Q4 		$1.04M Sell
39,665
-111
-0.3% -$2.89K 0.91% 26
2025
Q3 		$1.02M Buy
39,776
+2
+0% +$50 1.04% 24
2025
Q2 		$948K Hold
39,774
– – 0.99% 26
2025
Q1 		$856K Hold
39,774
– – 0.97% 31
2024
Q4 		$903K Sell
39,774
-126
-0.3% -$2.88K 0.95% 32
2024
Q3 		$885K Hold
39,900
– – 0.81% 35
2024
Q2 		$836K Sell
39,900
-756
-2% -$15.3K 0.81% 35
2024
Q1 		$827K Hold
40,656
– – 0.77% 39
2023
Q4 		$754K Sell
40,656
-1,029
-2% -$17.8K 0.83% 31
2023
Q3 		$693K Hold
41,685
– – 0.8% 31
2023
Q2 		$718K Sell
41,685
-2,172
-5% -$35.4K 0.75% 32
2023
Q1 		$700K Hold
43,857
– – 0.7% 36
2022
Q4 		$655K Buy
+43,857
New +$659K 0.66% 38

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