Waypoint Wealth Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
100,030
-611
| -0.6% | -$14.6K | 1.18% | 16 |
|
|
2025
Q1 | $2.17M | Buy |
100,641
+1,199
| +1% | +$25.8K | 1.36% | 17 |
|
|
2024
Q4 | $2.26M | Sell |
99,442
-284
| -0.3% | -$6.45K | 1.47% | 16 |
|
|
2024
Q3 | $2.21M | Buy |
99,726
+1,869
| +2% | +$41.4K | 1.49% | 17 |
|
|
2024
Q2 | $2.05M | Sell |
97,857
-3,783
| -4% | -$79.3K | 1.57% | 16 |
|
|
2024
Q1 | $2.07M | Buy |
101,640
+69
| +0.1% | +$1.4K | 1.59% | 15 |
|
|
2023
Q4 | $1.88M | Sell |
101,571
-73,674
| -42% | -$1.37M | 1.61% | 15 |
|
|
2023
Q3 | $2.91M | Buy |
175,245
+2,568
| +1% | +$42.7K | 2.74% | 11 |
|
|
2023
Q2 | $2.98M | Buy |
172,677
+36
| +0% | +$620 | 2.66% | 11 |
|
|
2023
Q1 | $2.75M | Buy |
172,641
+450
| +0.3% | +$7.18K | 2.14% | 15 |
|
|
2022
Q4 | $2.57M | Buy |
+172,191
| New | +$2.57M | 2.07% | 15 |
|